Avantax Advisory Services’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	$428K	Buy	1,817 +543	+43%	+$128K	﹤0.01%	1681
2025 Q1	$239K	Sell	1,274 -173	-12%	-$32.4K	﹤0.01%	1991
2024 Q4	$244K	Sell	1,447 -253	-15%	-$42.7K	﹤0.01%	1928
2024 Q3	$311K	Buy	1,700 +9	+0.5%	+$1.65K	﹤0.01%	1722
2024 Q2	$233K	Buy	+1,691	New	+$233K	﹤0.01%	1864