Spire Wealth Management’s Guidewire Software GWRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.1K	Sell	74 -1	-1%	-$152	﹤0.01%	1584
2025 Q4	$15.1K	Sell	75 -99	-57%	-$21.9K	﹤0.01%	1579
2025 Q3	$40K	Buy	174 +100	+135%	+$22.7K	﹤0.01%	1307
2025 Q2	$17.4K	Hold	74	–	–	﹤0.01%	1560
2025 Q1	$13.9K	Hold	74	–	–	﹤0.01%	1731
2024 Q4	$12.5K	Sell	74 -6,284	-99%	-$1.17M	﹤0.01%	1785
2024 Q3	$1.16M	Buy	6,358 +6,326	+19,769%	+$961K	0.04%	346
2024 Q2	$4.41K	Sell	32 -5	-14%	-$602	﹤0.01%	1856
2024 Q1	$4.32K	Hold	37	–	–	﹤0.01%	1964
2023 Q4	$4.26K	Hold	37	–	–	﹤0.01%	1998
2023 Q3	$3.33K	Sell	37 -2	-5%	-$167	﹤0.01%	2032
2023 Q2	$2.97K	Hold	39	–	–	﹤0.01%	2125
2023 Q1	$3.2K	Hold	39	–	–	﹤0.01%	2151
2022 Q4	$2K	Sell	39 -390	-91%	-$23.1K	﹤0.01%	2049
2022 Q3	$26K	Sell	429 -614	-59%	-$44.4K	﹤0.01%	1223
2022 Q2	$74K	Sell	1,043 -874	-46%	-$71.5K	﹤0.01%	1149
2022 Q1	$181K	Sell	1,917 -15	-0.8%	-$1.43K	﹤0.01%	934
2021 Q4	$219K	Sell	1,932 -186	-9%	-$22.1K	﹤0.01%	1054
2021 Q3	$252K	Sell	2,118 -20	-0.9%	-$2.31K	0.01%	832
2021 Q2	$241K	Buy	2,138 +248	+13%	+$25.8K	0.01%	868
2021 Q1	$192K	Buy	+1,890	New	+$220K	0.01%	1089