L.J. Altfest & Co’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
$348K Sell
1,478
-1,670
-53% -$393K 0.04% 267
2025
Q1
$590K Sell
3,148
-1,335
-30% -$250K 0.07% 186
2024
Q4
$756K Sell
4,483
-1,655
-27% -$279K 0.1% 150
2024
Q3
$1.12M Buy
6,138
+1,115
+22% +$204K 0.15% 116
2024
Q2
$693K Buy
5,023
+1,480
+42% +$204K 0.09% 149
2024
Q1
$414K Sell
3,543
-129
-4% -$15.1K 0.06% 211
2023
Q4
$400K Sell
3,672
-1,887
-34% -$206K 0.06% 213
2023
Q3
$500K Buy
5,559
+33
+0.6% +$2.97K 0.08% 180
2023
Q2
$420K Sell
5,526
-80
-1% -$6.08K 0.06% 201
2023
Q1
$460K Buy
+5,606
New +$460K 0.07% 178