Waypoint Wealth Counsel’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,209
| Closed | -$330K | – | 98 |
|
2024
Q1 | $330K | Sell |
1,209
-294
| -20% | -$80.2K | 0.25% | 67 |
|
2023
Q4 | $415K | Buy |
1,503
+348
| +30% | +$96.1K | 0.35% | 52 |
|
2023
Q3 | $248K | Buy |
1,155
+269
| +30% | +$57.8K | 0.23% | 73 |
|
2023
Q2 | $200K | Sell |
886
-216
| -20% | -$48.8K | 0.18% | 84 |
|
2023
Q1 | $228K | Sell |
1,102
-2,214
| -67% | -$457K | 0.18% | 81 |
|
2022
Q4 | $555K | Buy |
+3,316
| New | +$555K | 0.45% | 47 |
|