PFS
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Prospera Financial Services’s Guidewire Software GWRE Stock Holding History

Prospera Financial Services’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$846K Buy
+5,655
New +$860K 0.01% 784
2022
Q3 		– Sell
-358
Closed -$25K – 1150
2022
Q2 		$25K Sell
358
-100
-22% -$8.18K ﹤0.01% 1167
2022
Q1 		$43K Buy
+458
New +$43.8K ﹤0.01% 1436
2020
Q4 		– Sell
-401
Closed -$42K – 1037
2020
Q3 		$42K Buy
+401
New +$45K 0.02% 679

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