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