Carson Wealth (CWM LLC)’s Guidewire Software GWRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Buy |
22,102
+3,042
| +16% | +$716K | 0.02% | 575 |
|
|
2025
Q1 | $3.57M | Buy |
19,060
+1,137
| +6% | +$213K | 0.01% | 628 |
|
|
2024
Q4 | $3.02M | Buy |
17,923
+2,919
| +19% | +$492K | 0.01% | 626 |
|
|
2024
Q3 | $2.75M | Buy |
15,004
+9,773
| +187% | +$1.79M | 0.01% | 603 |
|
|
2024
Q2 | $721K | Buy |
5,231
+2,327
| +80% | +$321K | ﹤0.01% | 1053 |
|
|
2024
Q1 | $339K | Buy |
2,904
+1,750
| +152% | +$204K | ﹤0.01% | 1281 |
|
|
2023
Q4 | $126K | Buy |
1,154
+179
| +18% | +$19.5K | ﹤0.01% | 1621 |
|
|
2023
Q3 | $88K | Buy |
975
+296
| +44% | +$26.7K | ﹤0.01% | 1713 |
|
|
2023
Q2 | $52K | Buy |
679
+14
| +2% | +$1.07K | ﹤0.01% | 1957 |
|
|
2023
Q1 | $55K | Sell |
665
-140
| -17% | -$11.6K | ﹤0.01% | 1808 |
|
|
2022
Q4 | $50K | Buy |
805
+54
| +7% | +$3.35K | ﹤0.01% | 1730 |
|
|
2022
Q3 | $46K | Buy |
751
+674
| +875% | +$41.3K | ﹤0.01% | 1695 |
|
|
2022
Q2 | $5K | Buy |
77
+55
| +250% | +$3.57K | ﹤0.01% | 2970 |
|
|
2022
Q1 | $2K | Sell |
22
-11
| -33% | -$1K | ﹤0.01% | 3164 |
|
|
2021
Q4 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 2821 |
|
|
2021
Q2 | $5K | Hold |
41
| – | – | ﹤0.01% | 2341 |
|
|
2021
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 2341 |
|
|
2020
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 2341 |
|
|
2020
Q3 | $5K | Hold |
41
| – | – | ﹤0.01% | 2341 |
|
|
2020
Q2 | $5K | Hold |
41
| – | – | ﹤0.01% | 2341 |
|
|
2020
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 2341 |
|
|
2019
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 2341 |
|
|
2019
Q3 | $5K | Hold |
41
| – | – | ﹤0.01% | 2341 |
|
|
2019
Q2 | $5K | Hold |
41
| – | – | ﹤0.01% | 2341 |
|
|
2019
Q1 | $5K | Sell |
41
-200
| -83% | -$24.4K | ﹤0.01% | 2341 |
|
|
2018
Q4 | $19K | Hold |
241
| – | – | ﹤0.01% | 1149 |
|
|
2018
Q3 | $24K | Hold |
241
| – | – | ﹤0.01% | 910 |
|
|
2018
Q2 | $21K | Buy |
241
+145
| +151% | +$12.6K | ﹤0.01% | 822 |
|
|
2018
Q1 | $8K | Hold |
96
| – | – | ﹤0.01% | 890 |
|
|
2017
Q4 | $7K | Hold |
96
| – | – | ﹤0.01% | 979 |
|
|
2017
Q3 | $7K | Buy |
+96
| New | +$7K | ﹤0.01% | 988 |
|