Wunderlich Capital Managemnt’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$1.51M Buy
6,766
+805
+14% +$180K 0.68% 54
2024
Q1
$1.63M Sell
5,961
-284
-5% -$77.5K 0.73% 54
2023
Q4
$1.72M Buy
6,245
+196
+3% +$54.1K 0.78% 53
2023
Q3
$1.3M Buy
6,049
+283
+5% +$60.8K 0.64% 54
2023
Q2
$1.3M Sell
5,766
-5
-0.1% -$1.13K 0.64% 55
2023
Q1
$1.19M Buy
5,771
+227
+4% +$46.9K 0.62% 60
2022
Q4
$928K Buy
5,544
+4,010
+261% +$671K 0.52% 64
2022
Q3
$234K Buy
+1,534
New +$234K 0.15% 75