Carson Wealth (CWM LLC)’s Goosehead Insurance GSHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50K | Buy |
471
+200
| +74% | +$21.2K | ﹤0.01% | 3275 |
|
|
2025
Q1 | $32K | Buy |
271
+10
| +4% | +$1.18K | ﹤0.01% | 3331 |
|
|
2024
Q4 | $28K | Sell |
261
-33
| -11% | -$3.54K | ﹤0.01% | 3220 |
|
|
2024
Q3 | $26K | Sell |
294
-9
| -3% | -$796 | ﹤0.01% | 3200 |
|
|
2024
Q2 | $17K | Sell |
303
-22,757
| -99% | -$1.28M | ﹤0.01% | 3215 |
|
|
2024
Q1 | $1.54M | Sell |
23,060
-7,597
| -25% | -$506K | 0.01% | 697 |
|
|
2023
Q4 | $2.32M | Sell |
30,657
-1,318
| -4% | -$99.9K | 0.01% | 548 |
|
|
2023
Q3 | $2.38M | Buy |
31,975
+31,723
| +12,588% | +$2.36M | 0.01% | 506 |
|
|
2023
Q2 | $16K | Hold |
252
| – | – | ﹤0.01% | 2779 |
|
|
2023
Q1 | $13K | Buy |
252
+35
| +16% | +$1.81K | ﹤0.01% | 2785 |
|
|
2022
Q4 | $7K | Sell |
217
-110
| -34% | -$3.55K | ﹤0.01% | 3001 |
|
|
2022
Q3 | $12K | Buy |
327
+125
| +62% | +$4.59K | ﹤0.01% | 2562 |
|
|
2022
Q2 | $9K | Sell |
202
-31
| -13% | -$1.38K | ﹤0.01% | 2635 |
|
|
2022
Q1 | $18K | Buy |
233
+221
| +1,842% | +$17.1K | ﹤0.01% | 2134 |
|
|
2021
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 3114 |
|