Jones Financial Companies’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
$861K Buy
3,659
+691
+23% +$163K ﹤0.01% 1062
2025
Q1
$556K Sell
2,968
-43
-1% -$8.06K ﹤0.01% 1088
2024
Q4
$508K Buy
3,011
+33
+1% +$5.56K ﹤0.01% 995
2024
Q3
$530K Buy
2,978
+479
+19% +$85.2K ﹤0.01% 800
2024
Q2
$345K Buy
2,499
+1,407
+129% +$194K ﹤0.01% 659
2024
Q1
$127K Buy
1,092
+568
+108% +$66.3K ﹤0.01% 543
2023
Q4
$57.1K Buy
+524
New +$57.1K ﹤0.01% 455
2022
Q1
Sell
-12
Closed -$1K 747
2021
Q4
$1K Buy
+12
New +$1K ﹤0.01% 732