Institute for Wealth Management’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 | $385K | Sell |
1,634
-163
| -9% | -$38.4K | 0.04% | 371 |
|
|
2025
Q1 | $337K | Buy |
1,797
+3
| +0.2% | +$562 | 0.04% | 384 |
|
|
2024
Q4 | $302K | Sell |
1,794
-29
| -2% | -$4.89K | 0.04% | 396 |
|
|
2024
Q3 | $334K | Buy |
1,823
+8
| +0.4% | +$1.46K | 0.04% | 390 |
|
|
2024
Q2 | $250K | Hold |
1,815
| – | – | 0.03% | 428 |
|
|
2024
Q1 | $212K | Buy |
+1,815
| New | +$212K | 0.03% | 470 |
|
|
2022
Q1 | – | Sell |
-1,879
| Closed | -$213K | – | 546 |
|
|
2021
Q4 | $213K | Sell |
1,879
-94
| -5% | -$10.7K | 0.03% | 460 |
|
|
2021
Q3 | $235K | Buy |
1,973
+47
| +2% | +$5.6K | 0.04% | 428 |
|
|
2021
Q2 | $217K | Buy |
+1,926
| New | +$217K | 0.04% | 445 |
|