Bogart Wealth LLC’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 | $4.64K | Hold |
44
| – | – | ﹤0.01% | 947 |
|
|
2025
Q1 | $5.2K | Hold |
44
| – | – | ﹤0.01% | 886 |
|
|
2024
Q4 | $4.72K | Hold |
44
| – | – | ﹤0.01% | 885 |
|
|
2024
Q3 | $3.93K | Hold |
44
| – | – | ﹤0.01% | 876 |
|
|
2024
Q2 | $2.53K | Hold |
44
| – | – | ﹤0.01% | 896 |
|
|
2024
Q1 | $2.93K | Hold |
44
| – | – | ﹤0.01% | 857 |
|
|
2023
Q4 | $3.34K | Hold |
44
| – | – | ﹤0.01% | 825 |
|
|
2023
Q3 | $3.28K | Hold |
44
| – | – | ﹤0.01% | 807 |
|
|
2023
Q2 | $2.77K | Hold |
44
| – | – | ﹤0.01% | 834 |
|
|
2023
Q1 | $2.3K | Buy |
+44
| New | +$2.3K | ﹤0.01% | 888 |
|