Algert Global’s Goosehead Insurance GSHD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-12,894
| Closed | -$859K | – | 1540 |
|
2024
Q1 | $859K | Sell |
12,894
-4,329
| -25% | -$288K | 0.03% | 652 |
|
2023
Q4 | $1.31M | Sell |
17,223
-12,608
| -42% | -$956K | 0.05% | 547 |
|
2023
Q3 | $2.22M | Sell |
29,831
-1,773
| -6% | -$132K | 0.1% | 333 |
|
2023
Q2 | $1.99M | Buy |
31,604
+5,270
| +20% | +$332K | 0.09% | 387 |
|
2023
Q1 | $1.38M | Buy |
26,334
+1,277
| +5% | +$66.7K | 0.06% | 500 |
|
2022
Q4 | $860K | Buy |
25,057
+4,210
| +20% | +$144K | 0.05% | 622 |
|
2022
Q3 | $743K | Buy |
20,847
+13,113
| +170% | +$467K | 0.04% | 666 |
|
2022
Q2 | $353K | Buy |
7,734
+3,130
| +68% | +$143K | 0.03% | 875 |
|
2022
Q1 | $362K | Buy |
4,604
+1,834
| +66% | +$144K | 0.02% | 917 |
|
2021
Q4 | $360K | Buy |
+2,770
| New | +$360K | 0.05% | 664 |
|
2021
Q1 | – | Sell |
-3,450
| Closed | -$430K | – | 471 |
|
2020
Q4 | $430K | Hold |
3,450
| – | – | 0.12% | 247 |
|
2020
Q3 | $299K | Buy |
+3,450
| New | +$299K | 0.09% | 260 |
|