Carson Wealth (CWM LLC)’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14K | Sell |
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|
2025
Q2 | $50K | Buy |
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|
2025
Q1 | $32K | Buy |
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|
2024
Q4 | $28K | Sell |
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|
2024
Q3 | $26K | Sell |
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|
2024
Q2 | $17K | Sell |
|
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $2.32M | Sell |
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|
2023
Q3 | $2.38M | Buy |
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|
2023
Q2 | $16K | Hold |
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|
2023
Q1 | $13K | Buy |
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|
2022
Q4 | $7K | Sell |
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|
2022
Q3 | $12K | Buy |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $2K | Buy |
|