Lyell Wealth Management’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 | $8.29M | Hold |
35,190
| – | – | 0.65% | 57 |
|
|
2025
Q1 | $6.59M | Hold |
35,190
| – | – | 0.62% | 61 |
|
|
2024
Q4 | $5.93M | Sell |
35,190
-10,000
| -22% | -$1.69M | 0.53% | 61 |
|
|
2024
Q3 | $8.27M | Sell |
45,190
-10,700
| -19% | -$1.96M | 0.75% | 48 |
|
|
2024
Q2 | $7.71M | Hold |
55,890
| – | – | 0.74% | 47 |
|
|
2024
Q1 | $6.52M | Hold |
55,890
| – | – | 0.66% | 54 |
|
|
2023
Q4 | $6.09M | Sell |
55,890
-2,600
| -4% | -$284K | 0.69% | 52 |
|
|
2023
Q3 | $5.26M | Hold |
58,490
| – | – | 0.71% | 53 |
|
|
2023
Q2 | $4.45M | Hold |
58,490
| – | – | 0.57% | 62 |
|
|
2023
Q1 | $4.8M | Hold |
58,490
| – | – | 0.67% | 55 |
|
|
2022
Q4 | $3.66M | Sell |
58,490
-1,500
| -3% | -$93.8K | 0.58% | 64 |
|
|
2022
Q3 | $3.69M | Hold |
59,990
| – | – | 0.63% | 60 |
|
|
2022
Q2 | $4.26M | Hold |
59,990
| – | – | 0.69% | 51 |
|
|
2022
Q1 | $5.68M | Sell |
59,990
-1,020
| -2% | -$96.5K | 0.73% | 46 |
|
|
2021
Q4 | $6.93M | Sell |
61,010
-15,225
| -20% | -$1.73M | 0.79% | 48 |
|
|
2021
Q3 | $9.06M | Sell |
76,235
-10,125
| -12% | -$1.2M | 1.1% | 35 |
|
|
2021
Q2 | $9.73M | Sell |
86,360
-20
| -0% | -$2.25K | 1.2% | 31 |
|
|
2021
Q1 | $8.78M | Sell |
86,380
-5,210
| -6% | -$530K | 1.28% | 28 |
|
|
2020
Q4 | $11.8M | Sell |
91,590
-43,904
| -32% | -$5.65M | 1.88% | 13 |
|
|
2020
Q3 | $14.1M | Sell |
135,494
-8,565
| -6% | -$893K | 2.65% | 8 |
|
|
2020
Q2 | $16M | Buy |
144,059
+690
| +0.5% | +$76.5K | 3.5% | 1 |
|
|
2020
Q1 | $11.4M | Sell |
143,369
-140
| -0.1% | -$11.1K | 3.4% | 1 |
|
|
2019
Q4 | $15.8M | Buy |
143,509
+610
| +0.4% | +$67K | 4.21% | 1 |
|
|
2019
Q3 | $15.1M | Buy |
142,899
+159
| +0.1% | +$16.8K | 4.53% | 1 |
|
|
2019
Q2 | $14.5M | Buy |
142,740
+42,740
| +43% | +$4.33M | 4.36% | 2 |
|
|
2019
Q1 | $9.72M | Hold |
100,000
| – | – | 3.24% | 3 |
|
|
2018
Q4 | $8.02M | Hold |
100,000
| – | – | 3.35% | 3 |
|
|
2018
Q3 | $10.1M | Hold |
100,000
| – | – | 3.4% | 3 |
|
|
2018
Q2 | $8.88M | Hold |
100,000
| – | – | 3.24% | 3 |
|
|
2018
Q1 | $8.08M | Buy |
+100,000
| New | +$8.08M | 2.99% | 3 |
|