Allworth Financial’s Guidewire Software GWRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$132K	Sell	884 -169	-16%	-$25.7K	﹤0.01%	1653
2025 Q4	$212K	Sell	1,053 -84	-7%	-$18.6K	﹤0.01%	1317
2025 Q3	$261K	Buy	1,137 +408	+56%	+$92.8K	﹤0.01%	1158
2025 Q2	$172K	Buy	729 +115	+19%	+$24.7K	﹤0.01%	1250
2025 Q1	$123K	Buy	614 +14	+2%	+$2.72K	﹤0.01%	1130
2024 Q4	$110K	Hold	600	–	–	﹤0.01%	1220
2024 Q3	$110K	Sell	600 -80	-12%	-$12.2K	﹤0.01%	1046
2024 Q2	$96.3K	Buy	680 +138	+25%	+$16.6K	﹤0.01%	1092
2024 Q1	$63.3K	Buy	542 +85	+19%	+$9.72K	﹤0.01%	1207
2023 Q4	$49.8K	Buy	457 +69	+18%	+$6.58K	﹤0.01%	1205
2023 Q3	$34.9K	Buy	388 +44	+13%	+$3.67K	﹤0.01%	1254
2023 Q2	$26.2K	Sell	344 -53	-13%	-$4.06K	﹤0.01%	1383
2023 Q1	$32.6K	Buy	397 +136	+52%	+$9.89K	﹤0.01%	1239
2022 Q4	$16.3K	Buy	261 +110	+73%	+$6.53K	﹤0.01%	1471
2022 Q3	$9K	Buy	151 +127	+529%	+$9.18K	﹤0.01%	1694
2022 Q2	$2K	Sell	24 -361	-94%	-$29.5K	﹤0.01%	1999
2022 Q1	$36K	Buy	385 +367	+2,039%	+$35.1K	﹤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%	-$384	﹤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%	+$358	﹤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	+$1.45K	﹤0.01%	760