WIM
Westside Investment Management’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
984
| – | – | 0.04% | 233 |
|
|
2025
Q1 | $230K | Hold |
984
| – | – | 0.05% | 219 |
|
|
2024
Q4 | $254K | Hold |
984
| – | – | 0.05% | 206 |
|
|
2024
Q3 | $236K | Hold |
984
| – | – | 0.05% | 217 |
|
|
2024
Q2 | $220K | Sell |
984
-20
| -2% | -$4.47K | 0.05% | 216 |
|
|
2024
Q1 | $274K | Hold |
1,004
| – | – | 0.07% | 197 |
|
|
2023
Q4 | $277K | Buy |
1,004
+84
| +9% | +$23.2K | 0.07% | 181 |
|
|
2023
Q3 | $198K | Hold |
920
| – | – | 0.06% | 201 |
|
|
2023
Q2 | $208K | Hold |
920
| – | – | 0.06% | 202 |
|
|
2023
Q1 | $190K | Hold |
920
| – | – | 0.06% | 210 |
|
|
2022
Q4 | $34K | Hold |
920
| – | – | 0.08% | 141 |
|
|
2022
Q3 | $30.6K | Hold |
920
| – | – | 0.07% | 155 |
|
|
2022
Q2 | $47.7K | Hold |
920
| – | – | 0.11% | 126 |
|
|
2022
Q1 | $47.8K | Hold |
920
| – | – | 0.1% | 126 |
|
|
2021
Q4 | $51.1K | Hold |
920
| – | – | 0.12% | 121 |
|
|
2021
Q3 | $51.1K | Sell |
920
-320
| -26% | -$17.8K | 0.12% | 120 |
|
|
2021
Q2 | $48K | Sell |
1,240
-110
| -8% | -$4.26K | 0.11% | 121 |
|
|
2021
Q1 | $25.2K | Sell |
1,350
-50
| -4% | -$932 | 0.07% | 140 |
|
|
2020
Q4 | $24.3K | Hold |
1,400
| – | – | 0.07% | 123 |
|
|
2020
Q3 | $21.8K | Hold |
1,400
| – | – | 0.01% | 124 |
|
|
2020
Q2 | $19K | Sell |
1,400
-31,636
| -96% | -$429K | 0.01% | 112 |
|
|
2020
Q1 | $377K | Buy |
+33,036
| New | +$377K | 0.26% | 10 |
|