Icon Wealth Partners’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $473K | Sell |
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2023
Q2 | $419K | Sell |
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|
2023
Q1 | $512K | Buy |
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|
2022
Q2 | $529K | Sell |
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|
2022
Q1 | $855K | Buy |
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|
2021
Q4 | $1M | Sell |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $851K | Buy |
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|
2020
Q4 | $839K | Buy |
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|
2020
Q3 | $296K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $51K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $14K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $9K | Buy |
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