Concentric Wealth Management, LLC
- SEC CIK
- 0001695345
- Latest filing
- Nov 13, 2024
WDAY holding history
Workday, Inc. in every 13F filed by Concentric Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WDAY overviewAll 13F holders of WDAYFull Q3 2024 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −800−100.0% | Sold out | Holders |
| Q1 2024 | 800 | $218.2K | 0.1% | −100−11.1% | Reduced | Holders |
| Q4 2023 | 900 | $248.5K | 0.1% | +900 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −1,000−100.0% | Sold out | Holders |
| Q2 2023 | 1,000 | $225.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,000 | $206.5K | 0.1% | +1,000 | New | Holders |