LPL Financial’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 | $8.79M | Buy |
37,319
+2,173
| +6% | +$512K | ﹤0.01% | 1840 |
|
|
2025
Q1 | $6.59M | Sell |
35,146
-15,558
| -31% | -$2.91M | ﹤0.01% | 1917 |
|
|
2024
Q4 | $8.55M | Buy |
50,704
+13,119
| +35% | +$2.21M | ﹤0.01% | 1649 |
|
|
2024
Q3 | $6.88M | Buy |
37,585
+6,510
| +21% | +$1.19M | ﹤0.01% | 1736 |
|
|
2024
Q2 | $4.28M | Sell |
31,075
-1,542
| -5% | -$213K | ﹤0.01% | 1977 |
|
|
2024
Q1 | $3.81M | Buy |
32,617
+7,584
| +30% | +$885K | ﹤0.01% | 1983 |
|
|
2023
Q4 | $2.73M | Buy |
25,033
+3,370
| +16% | +$367K | ﹤0.01% | 2131 |
|
|
2023
Q3 | $1.95M | Buy |
21,663
+4,412
| +26% | +$397K | ﹤0.01% | 2292 |
|
|
2023
Q2 | $1.31M | Sell |
17,251
-4,010
| -19% | -$305K | ﹤0.01% | 2613 |
|
|
2023
Q1 | $1.74M | Buy |
21,261
+703
| +3% | +$57.7K | ﹤0.01% | 2250 |
|
|
2022
Q4 | $1.29M | Buy |
20,558
+2,743
| +15% | +$172K | ﹤0.01% | 2442 |
|
|
2022
Q3 | $1.1M | Buy |
17,815
+3,036
| +21% | +$187K | ﹤0.01% | 2457 |
|
|
2022
Q2 | $1.05M | Buy |
14,779
+2,529
| +21% | +$180K | ﹤0.01% | 2546 |
|
|
2022
Q1 | $1.16M | Buy |
12,250
+3,298
| +37% | +$312K | ﹤0.01% | 2473 |
|
|
2021
Q4 | $1.02M | Buy |
8,952
+361
| +4% | +$41K | ﹤0.01% | 2633 |
|
|
2021
Q3 | $1.02M | Buy |
8,591
+1,664
| +24% | +$198K | ﹤0.01% | 2583 |
|
|
2021
Q2 | $781K | Buy |
6,927
+767
| +12% | +$86.5K | ﹤0.01% | 2767 |
|
|
2021
Q1 | $626K | Buy |
6,160
+1,580
| +34% | +$161K | ﹤0.01% | 2825 |
|
|
2020
Q4 | $590K | Buy |
4,580
+2,095
| +84% | +$270K | ﹤0.01% | 2600 |
|
|
2020
Q3 | $259K | Sell |
2,485
-284
| -10% | -$29.6K | ﹤0.01% | 2994 |
|
|
2020
Q2 | $307K | Buy |
+2,769
| New | +$307K | ﹤0.01% | 2795 |
|
|
2020
Q1 | – | Sell |
-4,397
| Closed | -$484K | – | 3300 |
|
|
2019
Q4 | $484K | Sell |
4,397
-467
| -10% | -$51.4K | ﹤0.01% | 2398 |
|
|
2019
Q3 | $513K | Buy |
4,864
+149
| +3% | +$15.7K | ﹤0.01% | 2237 |
|
|
2019
Q2 | $478K | Buy |
4,715
+362
| +8% | +$36.7K | ﹤0.01% | 2316 |
|
|
2019
Q1 | $426K | Buy |
4,353
+117
| +3% | +$11.5K | ﹤0.01% | 2343 |
|
|
2018
Q4 | $340K | Buy |
4,236
+114
| +3% | +$9.15K | ﹤0.01% | 2361 |
|
|
2018
Q3 | $416K | Sell |
4,122
-559
| -12% | -$56.4K | ﹤0.01% | 2380 |
|
|
2018
Q2 | $416K | Sell |
4,681
-55
| -1% | -$4.89K | ﹤0.01% | 2342 |
|
|
2018
Q1 | $379K | Buy |
4,736
+86
| +2% | +$6.88K | ﹤0.01% | 2380 |
|
|
2017
Q4 | $345K | Buy |
4,650
+341
| +8% | +$25.3K | ﹤0.01% | 2350 |
|
|
2017
Q3 | $342K | Sell |
4,309
-1,361
| -24% | -$108K | ﹤0.01% | 2246 |
|
|
2017
Q2 | $389K | Buy |
+5,670
| New | +$389K | ﹤0.01% | 2071 |
|
|
2016
Q3 | – | Sell |
-3,324
| Closed | -$205K | – | 2685 |
|
|
2016
Q2 | $205K | Buy |
+3,324
| New | +$205K | ﹤0.01% | 2363 |
|