Mark Sheptoff Financial Planning’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 | $70.6K | Hold |
300
| – | – | 0.04% | 157 |
|
|
2025
Q1 | $56.2K | Hold |
300
| – | – | 0.03% | 163 |
|
|
2024
Q4 | $50.6K | Hold |
300
| – | – | 0.03% | 175 |
|
|
2024
Q3 | $54.9K | Hold |
300
| – | – | 0.03% | 165 |
|
|
2024
Q2 | $41.4K | Hold |
300
| – | – | 0.02% | 191 |
|
|
2024
Q1 | $35K | Hold |
300
| – | – | 0.02% | 194 |
|
|
2023
Q4 | $32.7K | Hold |
300
| – | – | 0.02% | 193 |
|
|
2023
Q3 | $27K | Hold |
300
| – | – | 0.02% | 190 |
|
|
2023
Q2 | $22.8K | Hold |
300
| – | – | 0.01% | 214 |
|
|
2023
Q1 | $24.6K | Hold |
300
| – | – | 0.01% | 203 |
|
|
2022
Q4 | $18.8K | Hold |
300
| – | – | 0.01% | 224 |
|
|
2022
Q3 | $18K | Buy |
+300
| New | +$18K | 0.01% | 215 |
|