IFP 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 | $248K | Sell |
1,055
-741
| -41% | -$174K | 0.01% | 1165 |
|
|
2025
Q1 | $336K | Buy |
1,796
+984
| +121% | +$184K | 0.01% | 936 |
|
|
2024
Q4 | $137K | Buy |
812
+759
| +1,432% | +$128K | ﹤0.01% | 1315 |
|
|
2024
Q3 | $9.7K | Sell |
53
-475
| -90% | -$86.9K | ﹤0.01% | 2442 |
|
|
2024
Q2 | $72.8K | Buy |
528
+523
| +10,460% | +$72.1K | ﹤0.01% | 1499 |
|
|
2024
Q1 | $584 | Buy |
+5
| New | +$584 | ﹤0.01% | 2956 |
|
|
2023
Q1 | – | Sell |
-94
| Closed | -$12K | – | 3828 |
|
|
2022
Q4 | $12K | Buy |
94
+22
| +31% | +$2.81K | ﹤0.01% | 3262 |
|
|
2022
Q3 | $10K | Buy |
72
+36
| +100% | +$5K | ﹤0.01% | 3643 |
|
|
2022
Q2 | $6K | Hold |
36
| – | – | ﹤0.01% | 3687 |
|
|
2022
Q1 | $6K | Sell |
36
-85
| -70% | -$14.2K | ﹤0.01% | 3687 |
|
|
2021
Q4 | $13K | Sell |
121
-455
| -79% | -$48.9K | ﹤0.01% | 2081 |
|
|
2021
Q3 | $64K | Buy |
576
+467
| +428% | +$51.9K | ﹤0.01% | 1436 |
|
|
2021
Q2 | $12K | Hold |
109
| – | – | ﹤0.01% | 2132 |
|
|
2021
Q1 | $12K | Sell |
109
-760
| -87% | -$83.7K | ﹤0.01% | 2047 |
|
|
2020
Q4 | $111K | Sell |
869
-12
| -1% | -$1.53K | ﹤0.01% | 1079 |
|
|
2020
Q3 | $91K | Sell |
881
-14
| -2% | -$1.45K | 0.01% | 1043 |
|
|
2020
Q2 | $95K | Buy |
895
+116
| +15% | +$12.3K | 0.01% | 944 |
|
|
2020
Q1 | $66K | Buy |
779
+38
| +5% | +$3.22K | 0.01% | 1004 |
|
|
2019
Q4 | $79K | Sell |
741
-55
| -7% | -$5.86K | 0.01% | 1059 |
|
|
2019
Q3 | $80K | Buy |
+796
| New | +$80K | 0.01% | 1165 |
|
|
2019
Q1 | – | Sell |
-847
| Closed | -$67K | – | 2765 |
|
|
2018
Q4 | $67K | Buy |
847
+57
| +7% | +$4.51K | ﹤0.01% | 1414 |
|
|
2018
Q3 | $80K | Sell |
790
-4
| -0.5% | -$405 | ﹤0.01% | 1609 |
|
|
2018
Q2 | $70K | Sell |
794
-33
| -4% | -$2.91K | ﹤0.01% | 1701 |
|
|
2018
Q1 | $61K | Hold |
827
| – | – | ﹤0.01% | 1697 |
|
|
2017
Q4 | $61K | Buy |
827
+19
| +2% | +$1.4K | ﹤0.01% | 1694 |
|
|
2017
Q3 | $63K | Sell |
808
-34
| -4% | -$2.65K | ﹤0.01% | 1832 |
|
|
2017
Q2 | $58K | Sell |
842
-13
| -2% | -$895 | ﹤0.01% | 1844 |
|
|
2017
Q1 | $48K | Buy |
855
+339
| +66% | +$19K | ﹤0.01% | 1937 |
|
|
2016
Q4 | $25K | Hold |
516
| – | – | ﹤0.01% | 2290 |
|
|
2016
Q3 | $31K | Buy |
516
+5
| +1% | +$300 | ﹤0.01% | 2116 |
|
|
2016
Q2 | $32K | Buy |
+511
| New | +$32K | ﹤0.01% | 2027 |
|
|
2016
Q1 | – | Sell |
-544
| Closed | -$33K | – | 2806 |
|
|
2015
Q4 | $33K | Buy |
+544
| New | +$33K | ﹤0.01% | 1852 |
|