Baker Tilly Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,983	Closed	-$332K	–	333
2024 Q1	$332K	Sell	4,983 -17	-0.3%	-$1.3K	0.06%	328
2023 Q4	$379K	Buy	5,000 +589	+13%	+$42.6K	0.06%	349
2023 Q3	$329K	Sell	4,411 -1,194	-21%	-$80.1K	0.05%	347
2023 Q2	$352K	Sell	5,605 -339	-6%	-$19.5K	0.04%	427
2023 Q1	$310K	Sell	5,944 -630	-10%	-$27.3K	0.03%	446
2022 Q4	$226K	Sell	6,574 -907	-12%	-$34K	0.03%	491
2022 Q3	$267K	Buy	+7,481	New	+$388K	0.04%	433
2022 Q2	–	Sell	-3,000	Closed	-$236K	–	508
2022 Q1	$236K	Sell	3,000 -1,913	-39%	-$170K	0.03%	468
2021 Q4	$639K	Sell	4,913 -128	-3%	-$18.4K	0.07%	304
2021 Q3	$768K	Buy	5,041 +482	+11%	+$65K	0.1%	218
2021 Q2	$580K	Buy	4,559 +239	+6%	+$24.3K	0.09%	246
2021 Q1	$463K	Buy	4,320 +816	+23%	+$110K	0.09%	254
2020 Q4	$437K	Buy	+3,504	New	+$401K	0.13%	167