Beaumont Asset Management’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-6,076
| Closed | -$374K | – | 74 |
|
2022
Q3 | $374K | Sell |
6,076
-6,339
| -51% | -$390K | 0.3% | 58 |
|
2022
Q2 | $881K | Sell |
12,415
-29
| -0.2% | -$2.06K | 0.67% | 33 |
|
2022
Q1 | $1.18M | Buy |
12,444
+692
| +6% | +$65.5K | 0.8% | 28 |
|
2021
Q4 | $1.33M | Hold |
11,752
| – | – | 0.89% | 21 |
|
2021
Q3 | $1.4M | Buy |
11,752
+494
| +4% | +$58.7K | 1.04% | 19 |
|
2021
Q2 | $1.27M | Buy |
11,258
+25
| +0.2% | +$2.82K | 0.98% | 21 |
|
2021
Q1 | $1.14M | Buy |
11,233
+1,001
| +10% | +$102K | 0.96% | 22 |
|
2020
Q4 | $1.32M | Buy |
10,232
+129
| +1% | +$16.6K | 1.19% | 19 |
|
2020
Q3 | $1.05M | Sell |
10,103
-493
| -5% | -$51.4K | 1.06% | 22 |
|
2020
Q2 | $1.17M | Sell |
10,596
-292
| -3% | -$32.4K | 1.23% | 20 |
|
2020
Q1 | $863K | Sell |
10,888
-159
| -1% | -$12.6K | 1.03% | 26 |
|
2019
Q4 | $1.21M | Buy |
+11,047
| New | +$1.21M | 1.16% | 24 |
|