Steward Partners Investment Advisory’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 | $41.2K | Sell |
175
-62
| -26% | -$14.6K | ﹤0.01% | 2571 |
|
|
2025
Q1 | $44.4K | Sell |
237
-1
| -0.4% | -$187 | ﹤0.01% | 2441 |
|
|
2024
Q4 | $40.1K | Buy |
238
+117
| +97% | +$19.7K | ﹤0.01% | 2447 |
|
|
2024
Q3 | $22.1K | Buy |
121
+17
| +16% | +$3.11K | ﹤0.01% | 2620 |
|
|
2024
Q2 | $14.3K | Hold |
104
| – | – | ﹤0.01% | 2654 |
|
|
2024
Q1 | $12.1K | Buy |
104
+8
| +8% | +$934 | ﹤0.01% | 2736 |
|
|
2023
Q4 | $10.5K | Hold |
96
| – | – | ﹤0.01% | 2690 |
|
|
2023
Q3 | $8.64K | Hold |
96
| – | – | ﹤0.01% | 2649 |
|
|
2023
Q2 | $7.3K | Sell |
96
-50
| -34% | -$3.8K | ﹤0.01% | 2672 |
|
|
2023
Q1 | $12K | Hold |
146
| – | – | ﹤0.01% | 2474 |
|
|
2022
Q4 | $9.13K | Sell |
146
-173
| -54% | -$10.8K | ﹤0.01% | 2570 |
|
|
2022
Q3 | $20K | Sell |
319
-141
| -31% | -$8.84K | ﹤0.01% | 2225 |
|
|
2022
Q2 | $33K | Sell |
460
-294
| -39% | -$21.1K | ﹤0.01% | 1993 |
|
|
2022
Q1 | $71K | Buy |
754
+577
| +326% | +$54.3K | ﹤0.01% | 1744 |
|
|
2021
Q4 | $20K | Hold |
177
| – | – | ﹤0.01% | 2317 |
|
|
2021
Q3 | $21K | Hold |
177
| – | – | ﹤0.01% | 2302 |
|
|
2021
Q2 | $20K | Sell |
177
-74
| -29% | -$8.36K | ﹤0.01% | 5101 |
|
|
2021
Q1 | $25.5K | Sell |
251
-19
| -7% | -$1.93K | ﹤0.01% | 2355 |
|
|
2020
Q4 | $35K | Sell |
270
-7
| -3% | -$907 | ﹤0.01% | 1836 |
|
|
2020
Q3 | $29K | Hold |
277
| – | – | ﹤0.01% | 1739 |
|
|
2020
Q2 | $31K | Hold |
277
| – | – | ﹤0.01% | 1598 |
|
|
2020
Q1 | $21K | Buy |
277
+100
| +56% | +$7.58K | ﹤0.01% | 1593 |
|
|
2019
Q4 | $19K | Buy |
177
+100
| +130% | +$10.7K | ﹤0.01% | 1782 |
|
|
2019
Q3 | $8K | Hold |
77
| – | – | ﹤0.01% | 2088 |
|
|
2019
Q2 | $7K | Buy |
+77
| New | +$7K | ﹤0.01% | 2119 |
|
|
2018
Q4 | – | Sell |
-77
| Closed | -$8K | – | 1332 |
|
|
2018
Q3 | $8K | Hold |
77
| – | – | ﹤0.01% | 1959 |
|
|
2018
Q2 | $7K | Hold |
77
| – | – | ﹤0.01% | 1872 |
|
|
2018
Q1 | $6K | Sell |
77
-100
| -56% | -$7.79K | ﹤0.01% | 1724 |
|
|
2017
Q4 | $13K | Buy |
177
+150
| +556% | +$11K | ﹤0.01% | 1271 |
|
|
2017
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 1491 |
|
|
2017
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1519 |
|
|
2017
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1406 |
|