West Oak Capital’s Workday WDAY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$336	Hold	140	–	–	0.01%	187
2025 Q1	$327	Hold	140	–	–	0.01%	194
2024 Q4	$361K	Hold	140	–	–	0.01%	189
2024 Q3	$342	Hold	140	–	–	0.01%	197
2024 Q2	$31.3K	Hold	140	–	–	0.01%	202
2024 Q1	$38K	Hold	140	–	–	0.02%	183
2023 Q4	$40K	Hold	140	–	–	0.02%	186
2023 Q3	$30K	Hold	140	–	–	0.01%	188
2023 Q2	$31.6K	Hold	140	–	–	0.02%	187
2023 Q1	$28.9K	Buy	+140	New	+$28.9K	0.01%	189
2022 Q4	–	Sell	-140	Closed	-$21K	–	335
2022 Q3	$21K	Hold	140	–	–	0.01%	198
2022 Q2	$20K	Hold	140	–	–	0.01%	204
2022 Q1	$34K	Hold	140	–	–	0.02%	193
2021 Q4	$38K	Sell	140 -20	-13%	-$5.43K	0.01%	199
2021 Q3	$40K	Hold	160	–	–	0.02%	199
2021 Q2	$38K	Hold	160	–	–	0.02%	201
2021 Q1	$40K	Sell	160 -20	-11%	-$5K	0.02%	191
2020 Q4	$43K	Hold	180	–	–	0.02%	184
2020 Q3	$39K	Hold	180	–	–	0.02%	174
2020 Q2	$34K	Hold	180	–	–	0.02%	183
2020 Q1	$23K	Hold	180	–	–	0.02%	187
2019 Q4	$30K	Hold	180	–	–	0.02%	194
2019 Q3	$31K	Hold	180	–	–	0.02%	196
2019 Q2	$37K	Sell	180 -20	-10%	-$4.11K	0.02%	197
2019 Q1	$39K	Sell	200 -50	-20%	-$9.75K	0.02%	183
2018 Q4	$39.9K	Hold	250	–	–	0.03%	177
2018 Q3	$36.5K	Hold	250	–	–	0.02%	197
2018 Q2	$30.3K	Hold	250	–	–	0.02%	199
2018 Q1	$31.8K	Hold	250	–	–	0.02%	206
2017 Q4	$25.4K	Hold	250	–	–	0.02%	199
2017 Q3	$26.3K	Buy	+250	New	+$26.3K	0.02%	218