Institute for Wealth Management’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	$205K	Sell	1,371 -10	-0.7%	-$1.52K	0.02%	523
2025 Q4	$278K	Sell	1,381 -146	-10%	-$32.3K	0.03%	453
2025 Q3	$351K	Sell	1,527 -107	-7%	-$24.3K	0.04%	415
2025 Q2	$385K	Sell	1,634 -163	-9%	-$35K	0.04%	372
2025 Q1	$337K	Buy	1,797 +3	+0.2%	+$583	0.04%	385
2024 Q4	$302K	Sell	1,794 -29	-2%	-$5.42K	0.04%	397
2024 Q3	$334K	Buy	1,823 +8	+0.4%	+$1.22K	0.04%	390
2024 Q2	$250K	Hold	1,815	–	–	0.03%	428
2024 Q1	$212K	Buy	+1,815	New	+$207K	0.03%	474
2022 Q1	–	Sell	-1,879	Closed	-$213K	–	550
2021 Q4	$213K	Sell	1,879 -94	-5%	-$11.1K	0.03%	460
2021 Q3	$235K	Buy	1,973 +47	+2%	+$5.43K	0.04%	431
2021 Q2	$217K	Buy	+1,926	New	+$200K	0.04%	445