Portside Wealth Group’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	$915K	Buy	3,888 +1,164	+43%	+$274K	0.14%	161
2025 Q1	$510K	Buy	+2,724	New	+$510K	0.08%	224
2024 Q4	–	Sell	-1,100	Closed	-$201K	–	416
2024 Q3	$201K	Buy	+1,100	New	+$201K	0.03%	374