Goodman Advisory Group’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
$90.6K Buy
+385
New +$90.6K 0.03% 77
2024
Q3
Sell
-22
Closed -$3.03K 200
2024
Q2
$3.03K Buy
22
+3
+16% +$414 ﹤0.01% 162
2024
Q1
$2.22K Hold
19
﹤0.01% 152
2023
Q4
$2.07K Sell
19
-1,019
-98% -$111K ﹤0.01% 139
2023
Q3
$93.4K Sell
1,038
-4
-0.4% -$360 0.03% 83
2023
Q2
$79.3K Sell
1,042
-13,050
-93% -$993K 0.03% 75
2023
Q1
$1.16M Sell
14,092
-58,611
-81% -$4.81M 0.63% 28
2022
Q4
$4.55M Buy
72,703
+58,191
+401% +$3.64M 2.65% 10
2022
Q3
$894K Buy
14,512
+2,022
+16% +$125K 0.49% 28
2022
Q2
$887K Sell
12,490
-46,221
-79% -$3.28M 0.4% 27
2022
Q1
$5.56M Buy
58,711
+7,913
+16% +$749K 1.92% 17
2021
Q4
$5.77M Buy
+50,798
New +$5.77M 1.95% 17