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