Waverly Advisors’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 | $202K | Buy |
+856
| New | +$202K | ﹤0.01% | 1121 |
|
|
2015
Q4 | – | Sell |
-785
| Closed | -$41K | – | 240 |
|
|
2015
Q3 | $41K | Buy |
+785
| New | +$41K | 0.03% | 161 |
|
|
2014
Q3 | – | Sell |
-1,000
| Closed | -$41K | – | 774 |
|
|
2014
Q2 | $41K | Buy |
+1,000
| New | +$41K | 0.02% | 258 |
|