TD Private Client Wealth’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 | $1.84M | Buy |
7,807
+102
| +1% | +$24K | 0.05% | 256 |
|
|
2025
Q1 | $1.44M | Buy |
7,705
+1,032
| +15% | +$193K | 0.04% | 280 |
|
|
2024
Q4 | $1.12M | Buy |
+6,673
| New | +$1.12M | 0.03% | 334 |
|
|
2024
Q1 | – | Sell |
-23
| Closed | -$2.51K | – | 1237 |
|
|
2023
Q4 | $2.51K | Hold |
23
| – | – | ﹤0.01% | 1146 |
|
|
2023
Q3 | $2.07K | Hold |
23
| – | – | ﹤0.01% | 1151 |
|
|
2023
Q2 | $1.75K | Hold |
23
| – | – | ﹤0.01% | 1176 |
|
|
2023
Q1 | $1.89K | Hold |
23
| – | – | ﹤0.01% | 1156 |
|
|
2022
Q4 | $1.44K | Hold |
23
| – | – | ﹤0.01% | 1132 |
|
|
2022
Q3 | $1.42K | Hold |
23
| – | – | ﹤0.01% | 1142 |
|
|
2022
Q2 | $1.63K | Hold |
23
| – | – | ﹤0.01% | 1149 |
|
|
2022
Q1 | $2.18K | Sell |
23
-523
| -96% | -$49.5K | ﹤0.01% | 1160 |
|
|
2021
Q4 | $62K | Sell |
546
-578
| -51% | -$65.6K | ﹤0.01% | 712 |
|
|
2021
Q3 | $134K | Hold |
1,124
| – | – | 0.01% | 587 |
|
|
2021
Q2 | $127K | Hold |
1,124
| – | – | 0.01% | 585 |
|
|
2021
Q1 | $114K | Buy |
1,124
+23
| +2% | +$2.34K | 0.01% | 579 |
|
|
2020
Q4 | $142K | Buy |
1,101
+516
| +88% | +$66.4K | 0.01% | 523 |
|
|
2020
Q3 | $61K | Buy |
+585
| New | +$61K | ﹤0.01% | 582 |
|