Belpointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,720
| Closed | -$1.15M | – | 966 |
|
|
2024
Q4 | $1.15M | Buy |
7,720
+1,359
| +21% | +$202K | 0.07% | 276 |
|
|
2024
Q3 | $1.16M | Sell |
6,361
-1,822
| -22% | -$333K | 0.07% | 276 |
|
|
2024
Q2 | $1.13M | Sell |
8,183
-36
| -0.4% | -$4.96K | 0.08% | 238 |
|
|
2024
Q1 | $959K | Buy |
8,219
+5,328
| +184% | +$622K | 0.07% | 276 |
|
|
2023
Q4 | $315K | Buy |
+2,891
| New | +$315K | 0.03% | 506 |
|
|
2023
Q2 | – | Sell |
-595
| Closed | -$48.8K | – | 1712 |
|
|
2023
Q1 | $48.8K | Sell |
595
-1,939
| -77% | -$159K | ﹤0.01% | 1714 |
|
|
2022
Q4 | $159K | Buy |
2,534
+350
| +16% | +$21.9K | 0.01% | 1000 |
|
|
2022
Q3 | $134K | Sell |
2,184
-46
| -2% | -$2.82K | 0.01% | 1013 |
|
|
2022
Q2 | $158K | Buy |
2,230
+560
| +34% | +$39.7K | 0.01% | 916 |
|
|
2022
Q1 | $158K | Buy |
+1,670
| New | +$158K | 0.01% | 1010 |
|
|
2021
Q1 | – | Sell |
-2,847
| Closed | -$367K | – | 1028 |
|
|
2020
Q4 | $367K | Buy |
+2,847
| New | +$367K | 0.03% | 491 |
|