A detailed history of Circle Wealth Management, LLC transactions in Workday, Inc. stock. As of the latest transaction made, Circle Wealth Management, LLC holds 5,853 shares of WDAY stock, worth $1.52 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,853
Previous 5,545 5.55%
Holding current value
$1.52 Million
Previous $1.24 Million 15.42%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$207.75 - $264.68 $63,987 - $81,521
308 Added 5.55%
5,853 $1.43 Million
Q2 2024

Aug 13, 2024

BUY
$207.08 - $272.44 $307,513 - $404,573
1,485 Added 36.58%
5,545 $1.24 Million
Q1 2024

May 14, 2024

BUY
$264.32 - $307.21 $64,758 - $75,266
245 Added 6.42%
4,060 $1.11 Million
Q4 2023

Feb 14, 2024

BUY
$205.14 - $278.68 $80,620 - $109,521
393 Added 11.48%
3,815 $1.05 Million
Q2 2023

Aug 11, 2023

BUY
$178.32 - $227.12 $4,636 - $5,905
26 Added 0.77%
3,422 $772,000
Q4 2022

Feb 13, 2023

BUY
$131.47 - $179.29 $657 - $896
5 Added 0.15%
3,396 $568,000
Q2 2022

Aug 12, 2022

SELL
$136.59 - $243.0 $138,502 - $246,402
-1,014 Reduced 23.02%
3,391 $473,000
Q1 2022

May 16, 2022

BUY
$213.01 - $263.72 $492,905 - $610,248
2,314 Added 110.66%
4,405 $1.13 Million
Q2 2021

Aug 16, 2021

BUY
$221.24 - $265.93 $171,903 - $206,627
777 Added 59.13%
2,091 $499,000
Q1 2021

May 17, 2021

SELL
$220.0 - $281.36 $86,680 - $110,855
-394 Reduced 23.07%
1,314 $326,000
Q4 2020

Feb 18, 2021

BUY
$205.48 - $257.71 $82,397 - $103,341
401 Added 30.68%
1,708 $409,000
Q3 2020

Nov 16, 2020

BUY
$177.47 - $243.88 $231,953 - $318,751
1,307 New
1,307 $281,000

Others Institutions Holding WDAY

About Workday, Inc.


  • Ticker WDAY
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 201,000,000
  • Market Cap $52.1B
  • Description
  • Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company's applications help its customers to plan, execute, analyze, and extend to other applications and environments, and to manage their business and operations. It offers a suite of financial management applications, which enable chief financia...
More about WDAY
Track This Portfolio

Track Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.