Venturi Wealth Management’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 | $309K | Buy |
+1,312
| New | +$309K | 0.02% | 416 |
|
|
2025
Q1 | – | Sell |
-719
| Closed | -$121K | – | 1109 |
|
|
2024
Q4 | $121K | Buy |
719
+590
| +457% | +$99.5K | 0.01% | 695 |
|
|
2024
Q3 | $23.6K | Buy |
129
+6
| +5% | +$1.1K | ﹤0.01% | 969 |
|
|
2024
Q2 | $17K | Buy |
123
+4
| +3% | +$552 | ﹤0.01% | 976 |
|
|
2024
Q1 | $13.9K | Buy |
119
+7
| +6% | +$817 | ﹤0.01% | 840 |
|
|
2023
Q4 | $12.2K | Sell |
112
-80
| -42% | -$8.72K | ﹤0.01% | 827 |
|
|
2023
Q3 | $17.3K | Buy |
192
+99
| +106% | +$8.91K | ﹤0.01% | 666 |
|
|
2023
Q2 | $7.08K | Sell |
93
-19
| -17% | -$1.45K | ﹤0.01% | 696 |
|
|
2023
Q1 | $9.19K | Buy |
+112
| New | +$9.19K | ﹤0.01% | 729 |
|