AWAU
Alliance Wealth Advisors (Utah)’s Goosehead Insurance GSHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
4,121
-332
| -7% | -$35K | 0.1% | 179 |
|
|
2025
Q1 | $526K | Sell |
4,453
-116
| -3% | -$13.7K | 0.14% | 156 |
|
|
2024
Q4 | $490K | Sell |
4,569
-97
| -2% | -$10.4K | 0.13% | 161 |
|
|
2024
Q3 | $417K | Sell |
4,666
-263
| -5% | -$23.5K | 0.11% | 171 |
|
|
2024
Q2 | $283K | Buy |
4,929
+1,111
| +29% | +$63.8K | 0.08% | 197 |
|
|
2024
Q1 | $254K | Sell |
3,818
-86
| -2% | -$5.73K | 0.08% | 213 |
|
|
2023
Q4 | $296K | Buy |
3,904
+105
| +3% | +$7.96K | 0.1% | 195 |
|
|
2023
Q3 | $283K | Buy |
3,799
+7
| +0.2% | +$522 | 0.1% | 180 |
|
|
2023
Q2 | $238K | Buy |
+3,792
| New | +$238K | 0.09% | 205 |
|