WPW
Waldron Private Wealth’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Sell |
3,869
-72
| -2% | -$17.3K | 0.04% | 141 |
|
|
2025
Q1 | $920K | Sell |
3,941
-762
| -16% | -$178K | 0.04% | 140 |
|
|
2024
Q4 | $1.21M | Sell |
4,703
-219
| -4% | -$56.5K | 0.05% | 149 |
|
|
2024
Q3 | $1.2M | Buy |
4,922
+353
| +8% | +$86.3K | 0.05% | 148 |
|
|
2024
Q2 | $1.02M | Sell |
4,569
-108
| -2% | -$24.1K | 0.05% | 156 |
|
|
2024
Q1 | $1.28M | Sell |
4,677
-14
| -0.3% | -$3.82K | 0.06% | 137 |
|
|
2023
Q4 | $1.29M | Buy |
4,691
+40
| +0.9% | +$11K | 0.06% | 129 |
|
|
2023
Q3 | $999K | Sell |
4,651
-19
| -0.4% | -$4.08K | 0.05% | 152 |
|
|
2023
Q2 | $1.05M | Sell |
4,670
-169
| -3% | -$38.2K | 0.05% | 150 |
|
|
2023
Q1 | $999K | Sell |
4,839
-18
| -0.4% | -$3.72K | 0.05% | 166 |
|
|
2022
Q4 | $739K | Hold |
4,857
| – | – | 0.05% | 190 |
|
|
2022
Q3 | $739K | Buy |
4,857
+390
| +9% | +$59.3K | 0.05% | 190 |
|
|
2022
Q2 | $623K | Buy |
4,467
+30
| +0.7% | +$4.18K | 0.03% | 217 |
|
|
2022
Q1 | $1.06M | Buy |
4,437
+50
| +1% | +$12K | 0.05% | 174 |
|
|
2021
Q4 | $1.2M | Hold |
4,387
| – | – | 0.06% | 155 |
|
|
2021
Q3 | $1.1M | Hold |
4,387
| – | – | 0.06% | 142 |
|
|
2021
Q2 | $1.05M | Sell |
4,387
-5
| -0.1% | -$1.19K | 0.07% | 136 |
|
|
2021
Q1 | $1.09M | Hold |
4,392
| – | – | 0.08% | 127 |
|
|
2020
Q4 | $1.05M | Sell |
4,392
-13
| -0.3% | -$3.11K | 0.08% | 121 |
|
|
2020
Q3 | $947K | Buy |
4,405
+39
| +0.9% | +$8.38K | 0.08% | 122 |
|
|
2020
Q2 | $818K | Buy |
4,366
+18
| +0.4% | +$3.37K | 0.07% | 121 |
|
|
2020
Q1 | $566K | Sell |
4,348
-34
| -0.8% | -$4.43K | 0.06% | 136 |
|
|
2019
Q4 | $720K | Sell |
4,382
-20
| -0.5% | -$3.29K | 0.06% | 136 |
|
|
2019
Q3 | $748K | Buy |
4,402
+201
| +5% | +$34.2K | 0.08% | 124 |
|
|
2019
Q2 | $863K | Hold |
4,201
| – | – | 0.09% | 94 |
|
|
2019
Q1 | $810K | Buy |
4,201
+48
| +1% | +$9.26K | 0.09% | 100 |
|
|
2018
Q4 | $663K | Buy |
4,153
+34
| +0.8% | +$5.43K | 0.1% | 101 |
|
|
2018
Q3 | $601K | Buy |
4,119
+13
| +0.3% | +$1.9K | 0.12% | 88 |
|
|
2018
Q2 | $497K | Hold |
4,106
| – | – | 0.11% | 88 |
|
|
2018
Q1 | $521K | Hold |
4,106
| – | – | 0.12% | 82 |
|
|
2017
Q4 | $417K | Hold |
4,106
| – | – | 0.1% | 90 |
|
|
2017
Q3 | $432K | Sell |
4,106
-50
| -1% | -$5.26K | 0.12% | 84 |
|
|
2017
Q2 | $403K | Sell |
4,156
-6,946
| -63% | -$674K | 0.13% | 70 |
|
|
2017
Q1 | $896K | Buy |
11,102
+6,946
| +167% | +$561K | 0.22% | 62 |
|
|
2016
Q4 | $274K | Sell |
4,156
-9,377
| -69% | -$618K | 0.09% | 97 |
|
|
2016
Q3 | $1.16M | Hold |
13,533
| – | – | 0.42% | 25 |
|
|
2016
Q2 | $1.04M | Sell |
13,533
-13,397
| -50% | -$1.03M | 0.38% | 30 |
|
|
2016
Q1 | $2.12M | Buy |
26,930
+13,478
| +100% | +$1.06M | 0.8% | 17 |
|
|
2015
Q4 | $1.07M | Sell |
13,452
-23
| -0.2% | -$1.82K | 0.4% | 27 |
|
|
2015
Q3 | $927K | Hold |
13,475
| – | – | 0.4% | 25 |
|
|
2015
Q2 | $1.03M | Hold |
13,475
| – | – | 0.41% | 24 |
|
|
2015
Q1 | $1.14M | Sell |
13,475
-2,219
| -14% | -$187K | 0.46% | 23 |
|
|
2014
Q4 | $1.28M | Buy |
15,694
+42
| +0.3% | +$3.43K | 0.53% | 21 |
|
|
2014
Q3 | $1.29M | Buy |
15,652
+2,332
| +18% | +$192K | 0.61% | 19 |
|
|
2014
Q2 | $1.2M | Hold |
13,320
| – | – | 0.55% | 22 |
|
|
2014
Q1 | $1.22M | Buy |
13,320
+218
| +2% | +$19.9K | 0.59% | 19 |
|
|
2013
Q4 | $1.09M | Buy |
+13,102
| New | +$1.09M | 0.5% | 22 |
|