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Independent Financial Group’s Guidewire Software GWRE Stock Holding History

Independent Financial Group’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,233
Closed -$231K – 1322
2025
Q1 		$231K Sell
1,233
-200
-14% -$38.9K 0.01% 1046
2024
Q4 		$242K Hold
1,433
– – 0.01% 996
2024
Q3 		$262K Sell
1,433
-177
-11% -$26.9K 0.01% 930
2024
Q2 		$222K Sell
1,610
-160
-9% -$19.3K 0.01% 974
2024
Q1 		$207K Buy
+1,770
New +$202K 0.01% 943

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