Institute for Wealth Management’s Guidewire Software GWRE Stock Holding History

Institute for Wealth Management’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 Q3	$351K	Sell
2025 Q2	$385K	Sell
2025 Q1	$337K	Buy
2024 Q4	$302K	Sell
2024 Q3	$334K	Buy
2024 Q2	$250K	Hold
2024 Q1	$212K	Buy
2022 Q1	–	Sell
2021 Q4	$213K	Sell
2021 Q3	$235K	Buy
2021 Q2	$217K	Buy