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Congress Wealth Management’s Guidewire Software GWRE Stock Holding History

Congress Wealth Management’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 		$11.3M Sell
48,104
-8,885
-16% -$2.09M 0.11% 223
2025
Q1 		$10.7M Buy
+56,989
New +$10.7M 0.13% 188
2024
Q4 		– Sell
-1,114
Closed -$204K – 893
2024
Q3 		$204K Buy
+1,114
New +$204K ﹤0.01% 819