LA
Legacy Advisors’s Guidewire Software GWRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,221
| Closed | -$1.35M | – | 180 |
|
|
2025
Q1 | $1.35M | Sell |
7,221
-107
| -1% | -$20K | 0.14% | 124 |
|
|
2024
Q4 | $1.24M | Sell |
7,328
-790
| -10% | -$133K | 0.12% | 135 |
|
|
2024
Q3 | $1.49M | Sell |
8,118
-211
| -3% | -$38.6K | 0.16% | 111 |
|
|
2024
Q2 | $1.15M | Buy |
8,329
+135
| +2% | +$18.6K | 0.14% | 115 |
|
|
2024
Q1 | $956K | Buy |
8,194
+1,546
| +23% | +$180K | 0.12% | 137 |
|
|
2023
Q4 | $725K | Buy |
6,648
+2
| +0% | +$218 | 0.09% | 165 |
|
|
2023
Q3 | $598K | Buy |
6,646
+1,135
| +21% | +$102K | 0.1% | 169 |
|
|
2023
Q2 | $419K | Buy |
5,511
+981
| +22% | +$74.6K | 0.06% | 188 |
|
|
2023
Q1 | $372K | Buy |
4,530
+714
| +19% | +$58.6K | 0.07% | 176 |
|
|
2022
Q4 | $239K | Buy |
+3,816
| New | +$239K | 0.04% | 214 |
|