First Trust Direct Indexing’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,667
Closed -$896K 921
2024
Q3
$896K Buy
3,667
+984
+37% +$232K 0.05% 378
2024
Q2
$600K Buy
2,683
+177
+7% +$42.6K 0.04% 454
2024
Q1
$684K Buy
2,506
+336
+15% +$95.7K 0.05% 386
2023
Q4
$599K Buy
2,170
+337
+18% +$80.2K 0.05% 404
2023
Q3
$394K Buy
1,833
+65
+4% +$15.1K 0.05% 452
2023
Q2
$399K Buy
1,768
+107
+6% +$21.4K 0.04% 470
2023
Q1
$343K Buy
1,661
+124
+8% +$22.6K 0.04% 502
2022
Q4
$257K Buy
+1,537
New +$240K 0.03% 554
2022
Q2
Sell
-1,378
Closed -$330K 700
2022
Q1
$330K Buy
1,378
+262
+23% +$62.4K 0.04% 473
2021
Q4
$305K Buy
1,116
+25
+2% +$6.94K 0.04% 490
2021
Q3
$273K Buy
1,091
+128
+13% +$31.7K 0.04% 505
2021
Q2
$230K Buy
+963
New +$232K 0.03% 526

Other funds holding WDAY