Baker Tilly Wealth Management’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,983
| Closed | -$332K | – | 333 |
|
|
2024
Q1 | $332K | Sell |
4,983
-17
| -0.3% | -$1.13K | 0.06% | 328 |
|
|
2023
Q4 | $379K | Buy |
5,000
+589
| +13% | +$44.6K | 0.06% | 349 |
|
|
2023
Q3 | $329K | Sell |
4,411
-1,194
| -21% | -$89K | 0.05% | 347 |
|
|
2023
Q2 | $352K | Sell |
5,605
-339
| -6% | -$21.3K | 0.04% | 427 |
|
|
2023
Q1 | $310K | Sell |
5,944
-630
| -10% | -$32.9K | 0.03% | 446 |
|
|
2022
Q4 | $226K | Sell |
6,574
-907
| -12% | -$31.1K | 0.03% | 490 |
|
|
2022
Q3 | $267K | Buy |
+7,481
| New | +$267K | 0.04% | 432 |
|
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$236K | – | 508 |
|
|
2022
Q1 | $236K | Sell |
3,000
-1,913
| -39% | -$150K | 0.03% | 468 |
|
|
2021
Q4 | $639K | Sell |
4,913
-128
| -3% | -$16.6K | 0.07% | 304 |
|
|
2021
Q3 | $768K | Buy |
5,041
+482
| +11% | +$73.4K | 0.1% | 218 |
|
|
2021
Q2 | $580K | Buy |
4,559
+239
| +6% | +$30.4K | 0.09% | 246 |
|
|
2021
Q1 | $463K | Buy |
4,320
+816
| +23% | +$87.5K | 0.09% | 254 |
|
|
2020
Q4 | $437K | Buy |
+3,504
| New | +$437K | 0.13% | 167 |
|