Allworth Financial’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 | $172K | Buy |
729
+115
| +19% | +$27.1K | ﹤0.01% | 1242 |
|
2025
Q1 | $123K | Buy |
614
+14
| +2% | +$2.8K | ﹤0.01% | 1123 |
|
2024
Q4 | $110K | Hold |
600
| – | – | ﹤0.01% | 1215 |
|
2024
Q3 | $110K | Sell |
600
-80
| -12% | -$14.6K | ﹤0.01% | 1044 |
|
2024
Q2 | $96.3K | Buy |
680
+138
| +25% | +$19.5K | ﹤0.01% | 1092 |
|
2024
Q1 | $63.3K | Buy |
542
+85
| +19% | +$9.92K | ﹤0.01% | 1207 |
|
2023
Q4 | $49.8K | Buy |
457
+69
| +18% | +$7.52K | ﹤0.01% | 1205 |
|
2023
Q3 | $34.9K | Buy |
388
+44
| +13% | +$3.96K | ﹤0.01% | 1254 |
|
2023
Q2 | $26.2K | Sell |
344
-53
| -13% | -$4.03K | ﹤0.01% | 1383 |
|
2023
Q1 | $32.6K | Buy |
397
+136
| +52% | +$11.2K | ﹤0.01% | 1239 |
|
2022
Q4 | $16.3K | Buy |
261
+110
| +73% | +$6.88K | ﹤0.01% | 1471 |
|
2022
Q3 | $9K | Buy |
151
+127
| +529% | +$7.57K | ﹤0.01% | 1694 |
|
2022
Q2 | $2K | Sell |
24
-361
| -94% | -$30.1K | ﹤0.01% | 1999 |
|
2022
Q1 | $36K | Buy |
385
+367
| +2,039% | +$34.3K | ﹤0.01% | 1014 |
|
2021
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 1722 |
|
2021
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 1679 |
|
2021
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 1371 |
|
2021
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 1303 |
|
2020
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 1159 |
|
2020
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 987 |
|
2020
Q2 | $2K | Sell |
18
-4
| -18% | -$444 | ﹤0.01% | 1009 |
|
2020
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1055 |
|
2019
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 905 |
|
2019
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 818 |
|
2019
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 814 |
|
2019
Q1 | $2K | Buy |
22
+4
| +22% | +$364 | ﹤0.01% | 828 |
|
2018
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 810 |
|
2018
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 789 |
|
2018
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 795 |
|
2018
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 760 |
|