Linscomb Wealth’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 | $831K | Buy |
3,530
+30
| +0.9% | +$7.06K | 0.04% | 188 |
|
|
2025
Q1 | $656K | Hold |
3,500
| – | – | 0.03% | 204 |
|
|
2024
Q4 | $590K | Sell |
3,500
-217
| -6% | -$36.6K | 0.03% | 215 |
|
|
2024
Q3 | $680K | Sell |
3,717
-111
| -3% | -$20.3K | 0.03% | 204 |
|
|
2024
Q2 | $528K | Sell |
3,828
-287
| -7% | -$39.6K | 0.03% | 211 |
|
|
2024
Q1 | $480K | Sell |
4,115
-205
| -5% | -$23.9K | 0.02% | 215 |
|
|
2023
Q4 | $471K | Sell |
4,320
-17,915
| -81% | -$1.95M | 0.03% | 215 |
|
|
2023
Q3 | $2M | Sell |
22,235
-48
| -0.2% | -$4.32K | 0.12% | 128 |
|
|
2023
Q2 | $1.7M | Sell |
22,283
-464
| -2% | -$35.3K | 0.09% | 137 |
|
|
2023
Q1 | $1.87M | Buy |
22,747
+2,762
| +14% | +$227K | 0.1% | 134 |
|
|
2022
Q4 | $1.25M | Buy |
19,985
+1,158
| +6% | +$72.4K | 0.06% | 163 |
|
|
2022
Q3 | $1.16M | Buy |
18,827
+539
| +3% | +$33.2K | 0.07% | 147 |
|
|
2022
Q2 | $1.3M | Buy |
18,288
+1,445
| +9% | +$103K | 0.07% | 145 |
|
|
2022
Q1 | $1.59M | Buy |
16,843
+655
| +4% | +$61.9K | 0.08% | 147 |
|
|
2021
Q4 | $1.84M | Buy |
16,188
+975
| +6% | +$111K | 0.09% | 138 |
|
|
2021
Q3 | $1.81M | Buy |
15,213
+1,090
| +8% | +$130K | 0.09% | 132 |
|
|
2021
Q2 | $1.59M | Buy |
14,123
+1,194
| +9% | +$135K | 0.08% | 138 |
|
|
2021
Q1 | $1.31M | Buy |
12,929
+643
| +5% | +$65.3K | 0.07% | 144 |
|
|
2020
Q4 | $1.58M | Buy |
12,286
+890
| +8% | +$115K | 0.09% | 130 |
|
|
2020
Q3 | $1.19M | Buy |
11,396
+486
| +4% | +$50.7K | 0.08% | 134 |
|
|
2020
Q2 | $1.21M | Buy |
10,910
+5,371
| +97% | +$595K | 0.09% | 130 |
|
|
2020
Q1 | $439K | Buy |
5,539
+1,121
| +25% | +$88.8K | 0.04% | 277 |
|
|
2019
Q4 | $485K | Buy |
4,418
+335
| +8% | +$36.8K | 0.03% | 324 |
|
|
2019
Q3 | $430K | Buy |
4,083
+611
| +18% | +$64.3K | 0.03% | 207 |
|
|
2019
Q2 | $352K | Buy |
3,472
+68
| +2% | +$6.89K | 0.03% | 210 |
|
|
2019
Q1 | $331K | Buy |
3,404
+55
| +2% | +$5.35K | 0.03% | 216 |
|
|
2018
Q4 | $269K | Buy |
3,349
+240
| +8% | +$19.3K | 0.03% | 220 |
|
|
2018
Q3 | $314K | Sell |
3,109
-33
| -1% | -$3.33K | 0.03% | 225 |
|
|
2018
Q2 | $279K | Sell |
3,142
-673
| -18% | -$59.8K | 0.02% | 226 |
|
|
2018
Q1 | $308K | Buy |
+3,815
| New | +$308K | 0.03% | 214 |
|