Atria Investments’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Buy |
9,159
+580
| +7% | +$61.2K | 0.01% | 1053 |
|
|
2025
Q1 | $1.01M | Sell |
8,579
-2,431
| -22% | -$287K | 0.01% | 986 |
|
|
2024
Q4 | $1.18M | Buy |
11,010
+808
| +8% | +$86.6K | 0.01% | 896 |
|
|
2024
Q3 | $911K | Sell |
10,202
-3,859
| -27% | -$345K | 0.01% | 1017 |
|
|
2024
Q2 | $808K | Sell |
14,061
-1,312
| -9% | -$75.4K | 0.01% | 1049 |
|
|
2024
Q1 | $1.02M | Sell |
15,373
-444
| -3% | -$29.6K | 0.01% | 950 |
|
|
2023
Q4 | $1.2M | Sell |
15,817
-192
| -1% | -$14.6K | 0.02% | 813 |
|
|
2023
Q3 | $1.19M | Buy |
16,009
+6
| +0% | +$447 | 0.02% | 770 |
|
|
2023
Q2 | $1.01M | Buy |
+16,003
| New | +$1.01M | 0.02% | 824 |
|
|
2022
Q1 | – | Sell |
-14,699
| Closed | -$1.91M | – | 892 |
|
|
2021
Q4 | $1.91M | Sell |
14,699
-1,388
| -9% | -$181K | 0.03% | 581 |
|
|
2021
Q3 | $2.45M | Sell |
16,087
-4,182
| -21% | -$637K | 0.04% | 442 |
|
|
2021
Q2 | $2.58M | Buy |
20,269
+842
| +4% | +$107K | 0.05% | 412 |
|
|
2021
Q1 | $2.08M | Buy |
19,427
+2,075
| +12% | +$222K | 0.05% | 436 |
|
|
2020
Q4 | $2.17M | Buy |
17,352
+1,044
| +6% | +$130K | 0.05% | 399 |
|
|
2020
Q3 | $1.41M | Buy |
16,308
+1,254
| +8% | +$109K | 0.04% | 452 |
|
|
2020
Q2 | $1.13M | Buy |
15,054
+3,886
| +35% | +$292K | 0.04% | 473 |
|
|
2020
Q1 | $498K | Buy |
11,168
+1,061
| +10% | +$47.3K | 0.04% | 352 |
|
|
2019
Q4 | $429K | Buy |
+10,107
| New | +$429K | 0.01% | 842 |
|