Welch & Forbes’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $317K | Hold |
2,442
| – | – | ﹤0.01% | 322 |
|
|
2025
Q4 | $524K | Sell |
2,442
-10
| -0.4% | -$2.27K | 0.01% | 273 |
|
|
2025
Q3 | $590K | Hold |
2,452
| – | – | 0.01% | 263 |
|
|
2025
Q2 | $588K | Sell |
2,452
-15
| -0.6% | -$3.65K | 0.01% | 265 |
|
|
2025
Q1 | $576K | Sell |
2,467
-36
| -1% | -$9.19K | 0.01% | 262 |
|
|
2024
Q4 | $646K | Buy |
2,503
+10
| +0.4% | +$2.56K | 0.01% | 258 |
|
|
2024
Q3 | $609K | Hold |
2,493
| – | – | 0.01% | 268 |
|
|
2024
Q2 | $557K | Buy |
2,493
+26
| +1% | +$6.26K | 0.01% | 271 |
|
|
2024
Q1 | $673K | Buy |
2,467
+10
| +0.4% | +$2.85K | 0.01% | 256 |
|
|
2023
Q4 | $678K | Hold |
2,457
| – | – | 0.01% | 256 |
|
|
2023
Q3 | $528K | Buy |
2,457
+4
| +0.2% | +$928 | 0.01% | 273 |
|
|
2023
Q2 | $554K | Buy |
2,453
+11
| +0.5% | +$2.2K | 0.01% | 279 |
|
|
2023
Q1 | $504K | Sell |
2,442
-750
| -23% | -$136K | 0.01% | 278 |
|
|
2022
Q4 | $534K | Hold |
3,192
| – | – | 0.01% | 273 |
|
|
2022
Q3 | $486K | Sell |
3,192
-225
| -7% | -$35.2K | 0.01% | 280 |
|
|
2022
Q2 | $477K | Hold |
3,417
| – | – | 0.01% | 287 |
|
|
2022
Q1 | $818K | Hold |
3,417
| – | – | 0.01% | 250 |
|
|
2021
Q4 | $933K | Hold |
3,417
| – | – | 0.01% | 238 |
|
|
2021
Q3 | $854K | Hold |
3,417
| – | – | 0.01% | 236 |
|
|
2021
Q2 | $816K | Hold |
3,417
| – | – | 0.01% | 242 |
|
|
2021
Q1 | $849K | Hold |
3,417
| – | – | 0.02% | 229 |
|
|
2020
Q4 | $818K | Sell |
3,417
-100
| -3% | -$22.5K | 0.02% | 230 |
|
|
2020
Q3 | $756K | Sell |
3,517
-16
| -0.5% | -$3.17K | 0.02% | 219 |
|
|
2020
Q2 | $662K | Buy |
3,533
+16
| +0.5% | +$2.59K | 0.02% | 223 |
|
|
2020
Q1 | $458K | Hold |
3,517
| – | – | 0.01% | 239 |
|
|
2019
Q4 | $578K | Hold |
3,517
| – | – | 0.01% | 249 |
|
|
2019
Q3 | $598K | Hold |
3,517
| – | – | 0.01% | 247 |
|
|
2019
Q2 | $723K | Sell |
3,517
-2
| -0.1% | -$404 | 0.02% | 226 |
|
|
2019
Q1 | $679K | Buy |
3,519
+2
| +0.1% | +$364 | 0.02% | 229 |
|
|
2018
Q4 | $561K | Hold |
3,517
| – | – | 0.02% | 238 |
|
|
2018
Q3 | $513K | Hold |
3,517
| – | – | 0.01% | 254 |
|
|
2018
Q2 | $426K | Hold |
3,517
| – | – | 0.01% | 266 |
|
|
2018
Q1 | $447K | Hold |
3,517
| – | – | 0.01% | 263 |
|
|
2017
Q4 | $357K | Buy |
3,517
+1,517
| +76% | +$162K | 0.01% | 271 |
|
|
2017
Q3 | $211K | Sell |
2,000
-1,517
| -43% | -$157K | 0.01% | 319 |
|
|
2017
Q2 | $341K | Hold |
3,517
| – | – | 0.01% | 278 |
|
|
2017
Q1 | $293K | Hold |
3,517
| – | – | 0.01% | 294 |
|
|
2016
Q4 | $232K | Hold |
3,517
| – | – | 0.01% | 315 |
|
|
2016
Q3 | $322K | Hold |
3,517
| – | – | 0.01% | 246 |
|
|
2016
Q2 | $262K | Hold |
3,517
| – | – | 0.01% | 298 |
|
|
2016
Q1 | $271K | Hold |
3,517
| – | – | 0.01% | 292 |
|
|
2015
Q4 | $280K | Buy |
+3,517
| New | +$281K | 0.01% | 278 |
|
|
2015
Q3 | – | Sell |
-3,517
| Closed | -$269K | – | 342 |
|
|
2015
Q2 | $269K | Hold |
3,517
| – | – | 0.01% | 296 |
|
|
2015
Q1 | $297K | Sell |
3,517
-100
| -3% | -$8.46K | 0.01% | 291 |
|
|
2014
Q4 | $295K | Hold |
3,617
| – | – | 0.01% | 305 |
|
|
2014
Q3 | $298K | Buy |
+3,617
| New | +$309K | 0.01% | 298 |
|
Other funds holding WDAY
VCM
VPM
GIM
