Creative Planning’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 | $4.83M | Buy |
20,522
+1,865
| +10% | +$439K | ﹤0.01% | 772 |
|
|
2025
Q1 | $3.5M | Buy |
18,657
+3,080
| +20% | +$577K | ﹤0.01% | 860 |
|
|
2024
Q4 | $2.63M | Buy |
15,577
+246
| +2% | +$41.5K | ﹤0.01% | 972 |
|
|
2024
Q3 | $2.8M | Buy |
15,331
+2,120
| +16% | +$388K | ﹤0.01% | 898 |
|
|
2024
Q2 | $1.82M | Buy |
13,211
+2,731
| +26% | +$377K | ﹤0.01% | 1034 |
|
|
2024
Q1 | $1.22M | Buy |
10,480
+3,173
| +43% | +$370K | ﹤0.01% | 1204 |
|
|
2023
Q4 | $797K | Buy |
7,307
+1,647
| +29% | +$180K | ﹤0.01% | 1366 |
|
|
2023
Q3 | $509K | Buy |
5,660
+380
| +7% | +$34.2K | ﹤0.01% | 1558 |
|
|
2023
Q2 | $402K | Sell |
5,280
-122
| -2% | -$9.28K | ﹤0.01% | 1691 |
|
|
2023
Q1 | $443K | Buy |
5,402
+898
| +20% | +$73.7K | ﹤0.01% | 1541 |
|
|
2022
Q4 | $282K | Buy |
+4,504
| New | +$282K | ﹤0.01% | 1754 |
|
|
2021
Q4 | – | Sell |
-29,104
| Closed | -$3.46M | – | 2118 |
|
|
2021
Q3 | $3.46M | Sell |
29,104
-910
| -3% | -$108K | 0.01% | 514 |
|
|
2021
Q2 | $3.38M | Buy |
30,014
+1,651
| +6% | +$186K | 0.01% | 507 |
|
|
2021
Q1 | $2.88M | Buy |
28,363
+4,030
| +17% | +$410K | 0.01% | 569 |
|
|
2020
Q4 | $3.13M | Buy |
+24,333
| New | +$3.13M | 0.01% | 490 |
|
|
2017
Q3 | – | Sell |
-245
| Closed | -$17K | – | 2593 |
|
|
2017
Q2 | $17K | Buy |
245
+200
| +444% | +$13.9K | ﹤0.01% | 3236 |
|
|
2017
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 4085 |
|
|
2016
Q4 | $2K | Sell |
45
-206
| -82% | -$9.16K | ﹤0.01% | 4152 |
|
|
2016
Q3 | $15K | Buy |
251
+240
| +2,182% | +$14.3K | ﹤0.01% | 3190 |
|
|
2016
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 4042 |
|
|
2016
Q1 | $1K | Sell |
11
-27
| -71% | -$2.46K | ﹤0.01% | 4019 |
|
|
2015
Q4 | $2K | Buy |
38
+25
| +192% | +$1.32K | ﹤0.01% | 3928 |
|
|
2015
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 4001 |
|