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Beta Wealth Group’s Guidewire Software GWRE Stock Holding History

Beta Wealth Group’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$471K Hold
2,000
– – 0.17% 76
2025
Q1 		$375K Hold
2,000
– – 0.13% 79
2024
Q4 		$337K Hold
2,000
– – 0.15% 89
2024
Q3 		$366K Hold
2,000
– – 0.17% 85
2024
Q2 		$276K Buy
+2,000
New +$276K 0.13% 90