Circle Wealth 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
Q2 | – | Sell |
-3,390
| Closed | -$635K | – | 225 |
|
|
2025
Q1 | $635K | Sell |
3,390
-888
| -21% | -$166K | 0.01% | 149 |
|
|
2024
Q4 | $721K | Sell |
4,278
-1,450
| -25% | -$244K | 0.02% | 139 |
|
|
2024
Q3 | $1.05M | Buy |
+5,728
| New | +$1.05M | 0.02% | 110 |
|
|
2022
Q1 | – | Sell |
-1,797
| Closed | -$204K | – | 192 |
|
|
2021
Q4 | $204K | Hold |
1,797
| – | – | 0.03% | 190 |
|
|
2021
Q3 | $214K | Hold |
1,797
| – | – | 0.03% | 171 |
|
|
2021
Q2 | $203K | Buy |
+1,797
| New | +$203K | 0.03% | 175 |
|
|
2021
Q1 | – | Sell |
-1,582
| Closed | -$204K | – | 183 |
|
|
2020
Q4 | $204K | Buy |
+1,582
| New | +$204K | 0.03% | 219 |
|