IFP Advisors’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $137K | Sell |
915
-235
| -20% | -$35.8K | ﹤0.01% | 1625 |
|
|
2025
Q4 | $231K | Buy |
1,150
+46
| +4% | +$10.2K | 0.01% | 1294 |
|
|
2025
Q3 | $254K | Buy |
1,104
+49
| +5% | +$11.1K | 0.01% | 1178 |
|
|
2025
Q2 | $248K | Sell |
1,055
-741
| -41% | -$159K | 0.01% | 1165 |
|
|
2025
Q1 | $336K | Buy |
1,796
+984
| +121% | +$191K | 0.01% | 936 |
|
|
2024
Q4 | $137K | Buy |
812
+759
| +1,432% | +$142K | ﹤0.01% | 1315 |
|
|
2024
Q3 | $9.7K | Sell |
53
-475
| -90% | -$72.1K | ﹤0.01% | 2442 |
|
|
2024
Q2 | $72.8K | Buy |
528
+523
| +10,460% | +$62.9K | ﹤0.01% | 1499 |
|
|
2024
Q1 | $584 | Buy |
+5
| New | +$572 | ﹤0.01% | 2956 |
|
|
2023
Q1 | – | Sell |
-94
| Closed | -$12K | – | 3828 |
|
|
2022
Q4 | $12K | Buy |
94
+22
| +31% | +$1.31K | ﹤0.01% | 3262 |
|
|
2022
Q3 | $10K | Buy |
72
+36
| +100% | +$2.6K | ﹤0.01% | 3642 |
|
|
2022
Q2 | $6K | Hold |
36
| – | – | ﹤0.01% | 3686 |
|
|
2022
Q1 | $6K | Sell |
36
-85
| -70% | -$8.13K | ﹤0.01% | 3686 |
|
|
2021
Q4 | $13K | Sell |
121
-455
| -79% | -$54K | ﹤0.01% | 2120 |
|
|
2021
Q3 | $64K | Buy |
576
+467
| +428% | +$53.9K | ﹤0.01% | 1484 |
|
|
2021
Q2 | $12K | Hold |
109
| – | – | ﹤0.01% | 2140 |
|
|
2021
Q1 | $12K | Sell |
109
-760
| -87% | -$88.4K | ﹤0.01% | 2059 |
|
|
2020
Q4 | $111K | Sell |
869
-12
| -1% | -$1.37K | ﹤0.01% | 1079 |
|
|
2020
Q3 | $91K | Sell |
881
-14
| -2% | -$1.57K | 0.01% | 1044 |
|
|
2020
Q2 | $95K | Buy |
895
+116
| +15% | +$11.1K | 0.01% | 945 |
|
|
2020
Q1 | $66K | Buy |
779
+38
| +5% | +$3.97K | 0.01% | 1006 |
|
|
2019
Q4 | $79K | Sell |
741
-55
| -7% | -$6.15K | 0.01% | 1059 |
|
|
2019
Q3 | $80K | Buy |
+796
| New | +$80.3K | 0.01% | 1165 |
|
|
2019
Q1 | – | Sell |
-847
| Closed | -$67K | – | 2788 |
|
|
2018
Q4 | $67K | Buy |
847
+57
| +7% | +$4.97K | ﹤0.01% | 1425 |
|
|
2018
Q3 | $80K | Sell |
790
-4
| -0.5% | -$384 | ﹤0.01% | 1617 |
|
|
2018
Q2 | $70K | Sell |
794
-33
| -4% | -$2.92K | ﹤0.01% | 1717 |
|
|
2018
Q1 | $61K | Hold |
827
| – | – | ﹤0.01% | 1697 |
|
|
2017
Q4 | $61K | Buy |
827
+19
| +2% | +$1.47K | ﹤0.01% | 1714 |
|
|
2017
Q3 | $63K | Sell |
808
-34
| -4% | -$2.49K | ﹤0.01% | 1847 |
|
|
2017
Q2 | $58K | Sell |
842
-13
| -2% | -$827 | ﹤0.01% | 1859 |
|
|
2017
Q1 | $48K | Buy |
855
+339
| +66% | +$18.5K | ﹤0.01% | 1951 |
|
|
2016
Q4 | $25K | Hold |
516
| – | – | ﹤0.01% | 2305 |
|
|
2016
Q3 | $31K | Buy |
516
+5
| +1% | +$308 | ﹤0.01% | 2129 |
|
|
2016
Q2 | $32K | Buy |
+511
| New | +$29.4K | ﹤0.01% | 2036 |
|
|
2016
Q1 | – | Sell |
-544
| Closed | -$33K | – | 2803 |
|
|
2015
Q4 | $33K | Buy |
+544
| New | +$31.5K | ﹤0.01% | 1863 |
|
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