AWM
Avior Wealth Management’s Guidewire Software GWRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-53
| Closed | -$8.93K | – | 1414 |
|
|
2024
Q4 | $8.93K | Hold |
53
| – | – | ﹤0.01% | 1663 |
|
|
2024
Q3 | $9.7K | Hold |
53
| – | – | ﹤0.01% | 1570 |
|
|
2024
Q2 | $7.31K | Sell |
53
-222
| -81% | -$30.6K | ﹤0.01% | 1601 |
|
|
2024
Q1 | $32.1K | Buy |
275
+222
| +419% | +$25.9K | ﹤0.01% | 1409 |
|
|
2023
Q4 | $5.78K | Hold |
53
| – | – | ﹤0.01% | 1105 |
|
|
2023
Q3 | $4.77K | Hold |
53
| – | – | ﹤0.01% | 1201 |
|
|
2023
Q2 | $4.03K | Hold |
53
| – | – | ﹤0.01% | 1239 |
|
|
2023
Q1 | $4.35K | Buy |
+53
| New | +$4.35K | ﹤0.01% | 1241 |
|
|
2020
Q2 | – | Sell |
-3,220
| Closed | -$255K | – | 938 |
|
|
2020
Q1 | $255K | Hold |
3,220
| – | – | 0.05% | 298 |
|
|
2019
Q4 | $353K | Sell |
3,220
-990
| -24% | -$109K | 0.06% | 285 |
|
|
2019
Q3 | $443K | Hold |
4,210
| – | – | 0.08% | 239 |
|
|
2019
Q2 | $427K | Hold |
4,210
| – | – | 0.08% | 234 |
|
|
2019
Q1 | $409K | Buy |
4,210
+1,370
| +48% | +$133K | 0.09% | 233 |
|
|
2018
Q4 | $227K | Buy |
2,840
+50
| +2% | +$4K | 0.05% | 289 |
|
|
2018
Q3 | $282K | Buy |
2,790
+1,190
| +74% | +$120K | 0.06% | 273 |
|
|
2018
Q2 | $142K | Buy |
+1,600
| New | +$142K | 0.03% | 402 |
|