Bank of Montreal’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 | $559K | Buy |
5,299
+116
| +2% | +$12.2K | ﹤0.01% | 1953 |
|
|
2025
Q1 | $612K | Buy |
5,183
+817
| +19% | +$96.5K | ﹤0.01% | 1837 |
|
|
2024
Q4 | $468K | Buy |
4,366
+307
| +8% | +$32.9K | ﹤0.01% | 2002 |
|
|
2024
Q3 | $361K | Sell |
4,059
-482
| -11% | -$42.9K | ﹤0.01% | 2346 |
|
|
2024
Q2 | $262K | Sell |
4,541
-13,783
| -75% | -$795K | ﹤0.01% | 2552 |
|
|
2024
Q1 | $1.24M | Buy |
18,324
+9,672
| +112% | +$655K | ﹤0.01% | 1666 |
|
|
2023
Q4 | $672K | Buy |
8,652
+4,614
| +114% | +$358K | ﹤0.01% | 1944 |
|
|
2023
Q3 | $292K | Sell |
4,038
-20,876
| -84% | -$1.51M | ﹤0.01% | 2433 |
|
|
2023
Q2 | $1.58M | Sell |
24,914
-11,023
| -31% | -$697K | ﹤0.01% | 1655 |
|
|
2023
Q1 | $1.88M | Buy |
35,937
+8,025
| +29% | +$419K | ﹤0.01% | 1526 |
|
|
2022
Q4 | $1.14M | Sell |
27,912
-18,957
| -40% | -$775K | ﹤0.01% | 1782 |
|
|
2022
Q3 | $1.74K | Buy |
46,869
+16,936
| +57% | +$627 | ﹤0.01% | 1604 |
|
|
2022
Q2 | $1.54K | Buy |
29,933
+16,910
| +130% | +$867 | ﹤0.01% | 1722 |
|
|
2022
Q1 | $1.12M | Buy |
13,023
+4,202
| +48% | +$361K | ﹤0.01% | 1861 |
|
|
2021
Q4 | $1.16M | Sell |
8,821
-2,523
| -22% | -$331K | ﹤0.01% | 1800 |
|
|
2021
Q3 | $1.72M | Sell |
11,344
-2,081
| -16% | -$316K | ﹤0.01% | 1994 |
|
|
2021
Q2 | $1.71M | Buy |
13,425
+11,244
| +516% | +$1.44M | ﹤0.01% | 2034 |
|
|
2021
Q1 | $226K | Sell |
2,181
-1,650
| -43% | -$171K | ﹤0.01% | 2690 |
|
|
2020
Q4 | $486K | Buy |
3,831
+1,367
| +55% | +$173K | ﹤0.01% | 2311 |
|
|
2020
Q3 | $214K | Sell |
2,464
-422
| -15% | -$36.7K | ﹤0.01% | 2347 |
|
|
2020
Q2 | $230K | Buy |
2,886
+1,499
| +108% | +$119K | ﹤0.01% | 2320 |
|
|
2020
Q1 | $58K | Sell |
1,387
-57
| -4% | -$2.38K | ﹤0.01% | 2539 |
|
|
2019
Q4 | $61K | Buy |
1,444
+442
| +44% | +$18.7K | ﹤0.01% | 3230 |
|
|
2019
Q3 | $49K | Buy |
1,002
+59
| +6% | +$2.89K | ﹤0.01% | 3148 |
|
|
2019
Q2 | $45K | Buy |
+943
| New | +$45K | ﹤0.01% | 3286 |
|
|
2019
Q1 | – | Sell |
-138
| Closed | -$4K | – | 4012 |
|
|
2018
Q4 | $4K | Buy |
138
+71
| +106% | +$2.06K | ﹤0.01% | 3796 |
|
|
2018
Q3 | $2K | Sell |
67
-2
| -3% | -$60 | ﹤0.01% | 4026 |
|
|
2018
Q2 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 4017 |
|