EverSource Wealth Advisors’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 | $195K | Buy |
828
+396
| +92% | +$93.2K | 0.01% | 871 |
|
|
2025
Q1 | $80.9K | Sell |
432
-432
| -50% | -$80.9K | ﹤0.01% | 996 |
|
|
2024
Q4 | $146K | Buy |
864
+641
| +287% | +$108K | 0.01% | 781 |
|
|
2024
Q3 | $40.8K | Buy |
223
+18
| +9% | +$3.29K | ﹤0.01% | 1147 |
|
|
2024
Q2 | $30.8K | Buy |
205
+38
| +23% | +$5.7K | ﹤0.01% | 1312 |
|
|
2024
Q1 | $18.4K | Buy |
167
+25
| +18% | +$2.76K | ﹤0.01% | 1399 |
|
|
2023
Q4 | $15.5K | Buy |
142
+7
| +5% | +$763 | ﹤0.01% | 1362 |
|
|
2023
Q3 | $12.2K | Sell |
135
-6
| -4% | -$540 | ﹤0.01% | 1343 |
|
|
2023
Q2 | $10.7K | Buy |
141
+7
| +5% | +$533 | ﹤0.01% | 1405 |
|
|
2023
Q1 | $11K | Hold |
134
| – | – | ﹤0.01% | 1312 |
|
|
2022
Q4 | $8.38K | Buy |
+134
| New | +$8.38K | ﹤0.01% | 1399 |
|