Whalen Wealth Management’s Workday WDAY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.31M	Buy	+5,443	New	+$1.31M	0.82%	26
2024 Q1	–	Sell	-1,666	Closed	-$460K	–	162
2023 Q4	$460K	Buy	+1,666	New	+$460K	0.41%	61