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Forum Financial Management’s Guidewire Software GWRE Stock Holding History

Forum Financial Management’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$368K Buy
1,562
+104
+7% +$24.5K 0.01% 547
2025
Q1 		$273K Buy
1,458
+3
+0.2% +$562 ﹤0.01% 640
2024
Q4 		$245K Buy
1,455
+349
+32% +$58.8K ﹤0.01% 739
2024
Q3 		$202K Buy
+1,106
New +$202K ﹤0.01% 720