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