Mark Sheptoff Financial Planning’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $69K | Hold |
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|
2025
Q2 | $70.6K | Hold |
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|
2025
Q1 | $56.2K | Hold |
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|
2024
Q4 | $50.6K | Hold |
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|
2024
Q3 | $54.9K | Hold |
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|
2024
Q2 | $41.4K | Hold |
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|
2024
Q1 | $35K | Hold |
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|
2023
Q4 | $32.7K | Hold |
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|
2023
Q3 | $27K | Hold |
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|
2023
Q2 | $22.8K | Hold |
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|
2023
Q1 | $24.6K | Hold |
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|
2022
Q4 | $18.8K | Hold |
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|
2022
Q3 | $18K | Buy |
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