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