B
BloombergSen’s Goosehead Insurance GSHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,250
| Closed | -$266K | – | 31 |
|
|
2025
Q1 | $266K | Sell |
2,250
-1,151
| -34% | -$136K | 0.02% | 28 |
|
|
2024
Q4 | $345K | Sell |
3,401
-741
| -18% | -$75.2K | 0.02% | 29 |
|
|
2024
Q3 | $370K | Hold |
4,142
| – | – | 0.02% | 27 |
|
|
2024
Q2 | $238K | Buy |
4,142
+1,780
| +75% | +$102K | 0.02% | 24 |
|
|
2024
Q1 | $157K | Buy |
2,362
+257
| +12% | +$17.1K | 0.01% | 25 |
|
|
2023
Q4 | $160K | Sell |
2,105
-670
| -24% | -$50.8K | 0.01% | 26 |
|
|
2023
Q3 | $207K | Hold |
2,775
| – | – | 0.01% | 25 |
|
|
2023
Q2 | $175K | Buy |
2,775
+600
| +28% | +$37.7K | 0.01% | 25 |
|
|
2023
Q1 | $114K | Buy |
2,175
+1,150
| +112% | +$60K | 0.01% | 28 |
|
|
2022
Q4 | $35.2K | Hold |
1,025
| – | – | ﹤0.01% | 30 |
|
|
2022
Q3 | $37K | Hold |
1,025
| – | – | ﹤0.01% | 33 |
|
|
2022
Q2 | $47K | Sell |
1,025
-1,725
| -63% | -$79.1K | ﹤0.01% | 33 |
|
|
2022
Q1 | $216K | Buy |
+2,750
| New | +$216K | 0.01% | 29 |
|