Alliance Wealth Advisors (Utah)’s Goosehead Insurance GSHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$435K Sell
2025
Q1
$526K Sell
2024
Q4
$490K Sell
2024
Q3
$417K Sell
2024
Q2
$283K Buy
2024
Q1
$254K Sell
2023
Q4
$296K Buy
2023
Q3
$283K Buy
2023
Q2
$238K Buy