Wealth Architects’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-8,463
| Closed | -$2.02M | – | 197 |
|
|
2021
Q2 | $2.02M | Buy |
8,463
+104
| +1% | +$24.8K | 0.4% | 31 |
|
|
2021
Q1 | $2.08M | Buy |
8,359
+11
| +0.1% | +$2.73K | 0.45% | 31 |
|
|
2020
Q4 | $2M | Buy |
8,348
+10
| +0.1% | +$2.4K | 0.47% | 29 |
|
|
2020
Q3 | $1.79M | Hold |
8,338
| – | – | 0.49% | 28 |
|
|
2020
Q2 | $1.56M | Sell |
8,338
-100
| -1% | -$18.7K | 0.44% | 30 |
|
|
2020
Q1 | $1.1M | Sell |
8,438
-270
| -3% | -$35.2K | 0.38% | 32 |
|
|
2019
Q4 | $1.43M | Sell |
8,708
-379
| -4% | -$62.3K | 0.4% | 27 |
|
|
2019
Q3 | $1.54M | Sell |
9,087
-450
| -5% | -$76.5K | 0.47% | 25 |
|
|
2019
Q2 | $1.96M | Sell |
9,537
-446
| -4% | -$91.7K | 0.59% | 22 |
|
|
2019
Q1 | $1.93M | Sell |
9,983
-1,033
| -9% | -$199K | 0.6% | 22 |
|
|
2018
Q4 | $1.76M | Hold |
11,016
| – | – | 0.63% | 22 |
|
|
2018
Q3 | $1.61M | Hold |
11,016
| – | – | 0.5% | 24 |
|
|
2018
Q2 | $1.33M | Hold |
11,016
| – | – | 0.43% | 25 |
|
|
2018
Q1 | $1.4M | Sell |
11,016
-1,907
| -15% | -$242K | 0.46% | 25 |
|
|
2017
Q4 | $1.32M | Sell |
12,923
-1,840
| -12% | -$187K | 0.43% | 27 |
|
|
2017
Q3 | $1.56M | Hold |
14,763
| – | – | 0.54% | 24 |
|
|
2017
Q2 | $1.43M | Buy |
14,763
+3
| +0% | +$291 | 0.53% | 23 |
|
|
2017
Q1 | $1.23M | Hold |
14,760
| – | – | 0.49% | 26 |
|
|
2016
Q4 | $975K | Sell |
14,760
-44
| -0.3% | -$2.91K | 0.43% | 32 |
|
|
2016
Q3 | $1.36M | Sell |
14,804
-628
| -4% | -$57.6K | 0.63% | 21 |
|
|
2016
Q2 | $1.15M | Hold |
15,432
| – | – | 0.56% | 21 |
|
|
2016
Q1 | $1.19M | Sell |
15,432
-106,968
| -87% | -$8.22M | 0.59% | 20 |
|
|
2015
Q4 | $9.75M | Buy |
122,400
+1,320
| +1% | +$105K | 4.82% | 5 |
|
|
2015
Q3 | $8.34M | Buy |
+121,080
| New | +$8.34M | 4.48% | 5 |
|