Venturi Wealth Management’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Sell
2025
Q2
$269K Sell
2025
Q1
$381K Buy
2024
Q4
$295K Sell
2024
Q3
$318K Sell
2024
Q2
$502K Buy
2024
Q1
$401K Buy
2023
Q4
$403K Buy
2023
Q3
$294K Buy
2023
Q2
Sell
2023
Q1
$102K Buy
2021
Q3
Sell
2021
Q2
$209K Sell
2021
Q1
$298K Sell
2020
Q4
$307K Sell
2020
Q3
$293K Buy
2019
Q1
Sell
2018
Q4
$206K Buy