Venturi 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
2025
Q3
$276K Sell
2025
Q2
$309K Buy
2025
Q1
Sell
2024
Q4
$121K Buy
2024
Q3
$23.6K Buy
2024
Q2
$17K Buy
2024
Q1
$13.9K Buy
2023
Q4
$12.2K Sell
2023
Q3
$17.3K Buy
2023
Q2
$7.08K Sell
2023
Q1
$9.19K Buy