Creative Planning’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.89M | Buy |
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|
2025
Q2 | $4.83M | Buy |
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|
2025
Q1 | $3.5M | Buy |
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|
2024
Q4 | $2.63M | Buy |
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|
2024
Q3 | $2.8M | Buy |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $797K | Buy |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $282K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.46M | Sell |
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|
2021
Q2 | $3.38M | Buy |
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|
2021
Q1 | $2.88M | Buy |
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|
2020
Q4 | $3.13M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $17K | Buy |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $2K | Sell |
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|
2016
Q3 | $15K | Buy |
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|
2016
Q2 | $1K | Hold |
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|
2016
Q1 | $1K | Sell |
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|
2015
Q4 | $2K | Buy |
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|
2015
Q3 | $1K | Buy |
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