J.P. Morgan Private Wealth Advisors’s Guidewire Software GWRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $603K | Sell |
6,701
-2,045
| -23% | -$184K | ﹤0.01% | 1168 |
|
|
2023
Q2 | $665K | Sell |
8,746
-1,802
| -17% | -$137K | ﹤0.01% | 915 |
|
|
2023
Q1 | $865K | Sell |
10,548
-5,141
| -33% | -$422K | ﹤0.01% | 1233 |
|
|
2022
Q4 | $982K | Sell |
15,689
-884
| -5% | -$55.3K | ﹤0.01% | 1156 |
|
|
2022
Q3 | $1.02M | Sell |
16,573
-1,010
| -6% | -$62.2K | ﹤0.01% | 1123 |
|
|
2022
Q2 | $1.25M | Buy |
17,583
+2,115
| +14% | +$150K | ﹤0.01% | 1025 |
|
|
2022
Q1 | $1.46M | Buy |
15,468
+821
| +6% | +$77.7K | ﹤0.01% | 1036 |
|
|
2021
Q4 | $1.66M | Sell |
14,647
-1,737
| -11% | -$197K | ﹤0.01% | 990 |
|
|
2021
Q3 | $1.95M | Buy |
16,384
+2,627
| +19% | +$312K | ﹤0.01% | 915 |
|
|
2021
Q2 | $1.55M | Buy |
13,757
+9,768
| +245% | +$1.1M | ﹤0.01% | 993 |
|
|
2021
Q1 | $405K | Sell |
3,989
-2,534
| -39% | -$257K | ﹤0.01% | 1401 |
|
|
2020
Q4 | $840K | Buy |
+6,523
| New | +$840K | ﹤0.01% | 1075 |
|
|
2020
Q2 | – | Sell |
-9,001
| Closed | -$714K | – | 1569 |
|
|
2020
Q1 | $714K | Sell |
9,001
-3,604
| -29% | -$286K | ﹤0.01% | 817 |
|
|
2019
Q4 | $1.38M | Buy |
12,605
+185
| +1% | +$20.3K | 0.01% | 694 |
|
|
2019
Q3 | $1.31M | Buy |
12,420
+3,970
| +47% | +$418K | 0.01% | 679 |
|
|
2019
Q2 | $857K | Sell |
8,450
-2,224
| -21% | -$226K | ﹤0.01% | 798 |
|
|
2019
Q1 | $1.04M | Buy |
10,674
+6,105
| +134% | +$593K | 0.01% | 786 |
|
|
2018
Q4 | $367K | Buy |
4,569
+2,176
| +91% | +$175K | ﹤0.01% | 1078 |
|
|
2018
Q3 | $241K | Sell |
2,393
-55
| -2% | -$5.54K | ﹤0.01% | 1394 |
|
|
2018
Q2 | $217K | Buy |
+2,448
| New | +$217K | ﹤0.01% | 1334 |
|
|
2014
Q2 | – | Sell |
-13,087
| Closed | -$642K | – | 899 |
|
|
2014
Q1 | $642K | Buy |
13,087
+331
| +3% | +$16.2K | 0.01% | 498 |
|
|
2013
Q4 | $626K | Buy |
12,756
+1,642
| +15% | +$80.6K | 0.01% | 411 |
|
|
2013
Q3 | $524K | Buy |
11,114
+8
| +0.1% | +$377 | 0.01% | 427 |
|
|
2013
Q2 | $467K | Buy |
+11,106
| New | +$467K | 0.01% | 419 |
|