AE Wealth Management’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Sell |
1,789
-35
| -2% | -$8.24K | ﹤0.01% | 985 |
|
|
2025
Q1 | $342K | Buy |
+1,824
| New | +$342K | ﹤0.01% | 1036 |
|
|
2020
Q4 | – | Sell |
-23,599
| Closed | -$2.46M | – | 1367 |
|
|
2020
Q3 | $2.46M | Buy |
23,599
+8,506
| +56% | +$887K | 0.04% | 379 |
|
|
2020
Q2 | $1.67M | Buy |
15,093
+7,904
| +110% | +$876K | 0.03% | 461 |
|
|
2020
Q1 | $570K | Buy |
7,189
+3,543
| +97% | +$281K | 0.01% | 635 |
|
|
2019
Q4 | $400K | Buy |
+3,646
| New | +$400K | 0.01% | 803 |
|