Icon 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 | – | Sell |
-578
| Closed | -$108K | – | 526 |
|
|
2025
Q1 | $108K | Sell |
578
-1,629
| -74% | -$305K | 0.01% | 466 |
|
|
2024
Q4 | $372K | Sell |
2,207
-161
| -7% | -$27.1K | 0.03% | 263 |
|
|
2024
Q3 | $433K | Sell |
2,368
-1,104
| -32% | -$202K | 0.04% | 230 |
|
|
2024
Q2 | $521K | Sell |
3,472
-787
| -18% | -$118K | 0.05% | 203 |
|
|
2024
Q1 | $497K | Sell |
4,259
-506
| -11% | -$59.1K | 0.05% | 215 |
|
|
2023
Q4 | $520K | Buy |
+4,765
| New | +$520K | 0.05% | 185 |
|
|
2022
Q4 | $299K | Sell |
4,779
-446
| -9% | -$27.9K | 0.03% | 251 |
|
|
2022
Q3 | $322K | Buy |
+5,225
| New | +$322K | 0.04% | 231 |
|