Fortis Capital 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
Q1 | – | Sell |
-7,720
| Closed | -$1.15M | – | 270 |
|
|
2024
Q4 | $1.15M | Buy |
7,720
+1,359
| +21% | +$202K | 0.39% | 53 |
|
|
2024
Q3 | $1.16M | Sell |
6,361
-1,822
| -22% | -$333K | 0.39% | 52 |
|
|
2024
Q2 | $1.13M | Sell |
8,183
-36
| -0.4% | -$4.96K | 0.41% | 44 |
|
|
2024
Q1 | $959K | Buy |
8,219
+5,328
| +184% | +$622K | 0.4% | 45 |
|
|
2023
Q4 | $315K | Buy |
+2,891
| New | +$315K | 0.17% | 84 |
|