Arkadios Wealth Advisors’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 | $866K | Buy |
3,677
+425
| +13% | +$100K | 0.03% | 615 |
|
|
2025
Q1 | $609K | Buy |
3,252
+485
| +18% | +$90.9K | 0.02% | 629 |
|
|
2024
Q4 | $466K | Buy |
2,767
+301
| +12% | +$50.7K | 0.03% | 570 |
|
|
2024
Q3 | $451K | Sell |
2,466
-370
| -13% | -$67.7K | 0.03% | 578 |
|
|
2024
Q2 | $391K | Sell |
2,836
-219
| -7% | -$30.2K | 0.03% | 548 |
|
|
2024
Q1 | $357K | Sell |
3,055
-252
| -8% | -$29.4K | 0.03% | 481 |
|
|
2023
Q4 | $361K | Sell |
3,307
-472
| -12% | -$51.5K | 0.03% | 460 |
|
|
2023
Q3 | $340K | Sell |
3,779
-239
| -6% | -$21.5K | 0.03% | 446 |
|
|
2023
Q2 | $306K | Buy |
+4,018
| New | +$306K | 0.04% | 437 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | – | – | 1068 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1941 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1982 |
|
|
2021
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1682 |
|