Diversify Wealth Management’s Guidewire Software GWRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Sell |
3,583
-267
| -7% | -$55.5K | 0.05% | 315 |
|
|
2025
Q1 | $789K | Buy |
3,850
+464
| +14% | +$95.1K | 0.06% | 275 |
|
|
2024
Q4 | $579K | Sell |
3,386
-232
| -6% | -$39.7K | 0.05% | 324 |
|
|
2024
Q3 | $676K | Sell |
3,618
-350
| -9% | -$65.4K | 0.07% | 249 |
|
|
2024
Q2 | $556K | Buy |
+3,968
| New | +$556K | 0.07% | 250 |
|