Pinnacle Wealth Planning Services’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,702
| Closed | -$287K | – | 413 |
|
|
2024
Q4 | $287K | Buy |
1,702
+30
| +2% | +$5.06K | 0.04% | 263 |
|
|
2024
Q3 | $306K | Buy |
1,672
+28
| +2% | +$5.12K | 0.04% | 299 |
|
|
2024
Q2 | $227K | Buy |
+1,644
| New | +$227K | 0.03% | 377 |
|
|
2021
Q1 | – | Sell |
-35
| Closed | -$5K | – | 1010 |
|
|
2020
Q4 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 1646 |
|