Circle Wealth Management’s Guidewire Software GWRE Stock Holding History

Circle Wealth Management’s Portfolio GWRE Stock Details GWRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$635K	Sell
2024 Q4	$721K	Sell
2024 Q3	$1.05M	Buy
2022 Q1	–	Sell
2021 Q4	$204K	Hold
2021 Q3	$214K	Hold
2021 Q2	$203K	Buy
2021 Q1	–	Sell
2020 Q4	$204K	Buy