EverSource Wealth Advisors’s Guidewire Software GWRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$68.3K	Sell	457 -339	-43%	-$51.6K	﹤0.01%	1668
2025 Q4	$160K	Sell	796 -195	-20%	-$43.1K	0.01%	1062
2025 Q3	$228K	Buy	991 +163	+20%	+$37.1K	0.01%	840
2025 Q2	$195K	Buy	828 +396	+92%	+$85.1K	0.01%	873
2025 Q1	$80.9K	Sell	432 -432	-50%	-$84K	﹤0.01%	997
2024 Q4	$146K	Buy	864 +641	+287%	+$120K	0.01%	781
2024 Q3	$40.8K	Buy	223 +18	+9%	+$2.73K	﹤0.01%	1147
2024 Q2	$30.8K	Buy	205 +38	+23%	+$4.57K	﹤0.01%	1312
2024 Q1	$18.4K	Buy	167 +25	+18%	+$2.86K	﹤0.01%	1399
2023 Q4	$15.5K	Buy	142 +7	+5%	+$668	﹤0.01%	1362
2023 Q3	$12.2K	Sell	135 -6	-4%	-$501	﹤0.01%	1343
2023 Q2	$10.7K	Buy	141 +7	+5%	+$536	﹤0.01%	1405
2023 Q1	$11K	Hold	134	–	–	﹤0.01%	1313
2022 Q4	$8.38K	Buy	+134	New	+$7.95K	﹤0.01%	1399