Sequoia Financial Advisors’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
$432K Buy
1,835
+73
+4% +$17.2K ﹤0.01% 1063
2025
Q1
$330K Buy
1,762
+238
+16% +$44.6K ﹤0.01% 1016
2024
Q4
$257K Sell
1,524
-6
-0.4% -$1.01K ﹤0.01% 1080
2024
Q3
$280K Sell
1,530
-62
-4% -$11.3K ﹤0.01% 998
2024
Q2
$220K Buy
+1,592
New +$220K ﹤0.01% 1049