Guerra Pan Advisors’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Hold
1,076
0.17% 93
2025
Q1
$251K Hold
1,076
0.2% 91
2024
Q4
$278K Hold
1,076
0.2% 90
2024
Q3
$263K Sell
1,076
-100
-9% -$24.4K 0.21% 89
2024
Q2
$263K Hold
1,176
0.22% 87
2024
Q1
$321K Hold
1,176
0.3% 76
2023
Q4
$325K Hold
1,176
0.31% 75
2023
Q3
$253K Hold
1,176
0.29% 80
2023
Q2
$266K Buy
1,176
+4
+0.3% +$904 0.3% 80
2023
Q1
$242K Buy
+1,172
New +$242K 0.3% 82
2022
Q2
Sell
-1,172
Closed -$242K 99
2022
Q1
$242K Hold
1,172
0.29% 83
2021
Q4
$320K Buy
+1,172
New +$320K 0.32% 79