Advisory Research’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $978K | Buy |
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|
2023
Q3 | $637K | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $3.02M | Sell |
|
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|
2021
Q3 | $4.42M | Sell |
|
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|
2021
Q2 | $3.74M | Buy |
|
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|
2021
Q1 | $3.12M | Sell |
|
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|
2020
Q4 | $3.85M | Sell |
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|
2020
Q3 | $3.83M | Sell |
|
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|
2020
Q2 | $4.2M | Sell |
|
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|
2020
Q1 | $2.93M | Sell |
|
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|
2019
Q4 | $3.56M | Sell |
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|
2019
Q3 | $4.26M | Sell |
|
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|
2019
Q2 | $5.96M | Buy |
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|
2019
Q1 | $3.02M | Buy |
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|
2018
Q4 | $2.3M | Buy |
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|
2018
Q3 | $1.47M | Buy |
|