TWD
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True Wealth Design’s Guidewire Software GWRE Stock Holding History

True Wealth Design’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$97K Buy
412
+4
+1% +$942 0.03% 108
2025
Q1 		$76.4K Sell
408
-269
-40% -$50.4K 0.03% 128
2024
Q4 		$114K Buy
677
+85
+14% +$14.3K 0.04% 63
2024
Q3 		$108K Buy
+592
New +$108K 0.04% 54