B. Metzler seel. Sohn & Co’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 | $1.53M | Hold |
14,477
| – | – | 0.01% | 443 |
|
|
2025
Q1 | $1.71M | Sell |
14,477
-3,030
| -17% | -$358K | 0.02% | 388 |
|
|
2024
Q4 | $1.88M | Sell |
17,507
-4,638
| -21% | -$497K | 0.02% | 381 |
|
|
2024
Q3 | $1.98M | Buy |
22,145
+3,216
| +17% | +$287K | 0.02% | 393 |
|
|
2024
Q2 | $1.09M | Buy |
18,929
+3,451
| +22% | +$198K | 0.01% | 511 |
|
|
2024
Q1 | $1.03M | Buy |
15,478
+4,680
| +43% | +$312K | 0.01% | 520 |
|
|
2023
Q4 | $818K | Sell |
10,798
-1,847
| -15% | -$140K | 0.01% | 538 |
|
|
2023
Q3 | $942K | Sell |
12,645
-19,891
| -61% | -$1.48M | 0.01% | 473 |
|
|
2023
Q2 | $2.05M | Buy |
32,536
+16,268
| +100% | +$1.02M | 0.03% | 370 |
|
|
2023
Q1 | $849K | Hold |
16,268
| – | – | 0.01% | 469 |
|
|
2022
Q4 | $559K | Buy |
16,268
+4,319
| +36% | +$148K | 0.01% | 538 |
|
|
2022
Q3 | $426K | Sell |
11,949
-1,236
| -9% | -$44.1K | 0.01% | 567 |
|
|
2022
Q2 | $602K | Buy |
13,185
+6,244
| +90% | +$285K | 0.01% | 527 |
|
|
2022
Q1 | $545K | Buy |
6,941
+1,081
| +18% | +$84.9K | 0.01% | 578 |
|
|
2021
Q4 | $754K | Buy |
+5,860
| New | +$754K | 0.01% | 486 |
|