RWB
RMR Wealth Builders’s Guidewire Software GWRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Hold |
4,374
| – | – | 0.09% | 109 |
|
|
2025
Q1 | $820K | Hold |
4,374
| – | – | 0.09% | 116 |
|
|
2024
Q4 | $737K | Hold |
4,374
| – | – | 0.08% | 128 |
|
|
2024
Q3 | $800K | Hold |
4,374
| – | – | 0.08% | 119 |
|
|
2024
Q2 | $603K | Hold |
4,374
| – | – | 0.07% | 137 |
|
|
2024
Q1 | $510K | Hold |
4,374
| – | – | 0.06% | 151 |
|
|
2023
Q4 | $477K | Hold |
4,374
| – | – | 0.07% | 146 |
|
|
2023
Q3 | $394K | Hold |
4,374
| – | – | 0.06% | 157 |
|
|
2023
Q2 | $333K | Hold |
4,374
| – | – | 0.06% | 159 |
|
|
2023
Q1 | $359K | Hold |
4,374
| – | – | 0.07% | 142 |
|
|
2022
Q4 | $274K | Hold |
4,374
| – | – | 0.06% | 150 |
|
|
2022
Q3 | $269K | Buy |
+4,374
| New | +$269K | 0.07% | 152 |
|
|
2022
Q2 | – | Sell |
-2,537
| Closed | -$240K | – | 201 |
|
|
2022
Q1 | $240K | Buy |
+2,537
| New | +$240K | 0.05% | 183 |
|
|
2021
Q4 | – | Sell |
-2,537
| Closed | -$302K | – | 153 |
|
|
2021
Q3 | $302K | Hold |
2,537
| – | – | 0.09% | 137 |
|
|
2021
Q2 | $286K | Hold |
2,537
| – | – | 0.09% | 140 |
|
|
2021
Q1 | $258K | Hold |
2,537
| – | – | 0.07% | 154 |
|
|
2020
Q4 | $327K | Hold |
2,537
| – | – | 0.16% | 103 |
|
|
2020
Q3 | $265K | Hold |
2,537
| – | – | 0.07% | 168 |
|
|
2020
Q2 | $281K | Buy |
+2,537
| New | +$281K | 0.25% | 91 |
|
|
2019
Q4 | $278K | Buy |
+2,537
| New | +$278K | 0.27% | 82 |
|