Charles Schwab’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 | $23.8M | Buy |
225,230
+9,466
| +4% | +$999K | ﹤0.01% | 1575 |
|
|
2025
Q1 | $25.5M | Buy |
215,764
+84
| +0% | +$9.92K | ﹤0.01% | 1496 |
|
|
2024
Q4 | $23.1M | Buy |
215,680
+5,459
| +3% | +$585K | ﹤0.01% | 1622 |
|
|
2024
Q3 | $18.8M | Sell |
210,221
-2,150
| -1% | -$192K | ﹤0.01% | 1726 |
|
|
2024
Q2 | $12.2M | Buy |
212,371
+17,341
| +9% | +$996K | ﹤0.01% | 1944 |
|
|
2024
Q1 | $13M | Buy |
195,030
+4,480
| +2% | +$298K | ﹤0.01% | 1846 |
|
|
2023
Q4 | $14.4M | Buy |
190,550
+7,502
| +4% | +$569K | ﹤0.01% | 1792 |
|
|
2023
Q3 | $13.6M | Buy |
183,048
+12,362
| +7% | +$921K | ﹤0.01% | 1738 |
|
|
2023
Q2 | $10.7M | Buy |
170,686
+18,549
| +12% | +$1.17M | ﹤0.01% | 1880 |
|
|
2023
Q1 | $7.94M | Buy |
152,137
+438
| +0.3% | +$22.9K | ﹤0.01% | 1983 |
|
|
2022
Q4 | $5.21M | Buy |
151,699
+5,199
| +4% | +$179K | ﹤0.01% | 2198 |
|
|
2022
Q3 | $5.22M | Buy |
146,500
+3,614
| +3% | +$129K | ﹤0.01% | 2195 |
|
|
2022
Q2 | $6.53M | Buy |
142,886
+3,498
| +3% | +$160K | ﹤0.01% | 2065 |
|
|
2022
Q1 | $11M | Buy |
139,388
+3,339
| +2% | +$262K | ﹤0.01% | 1904 |
|
|
2021
Q4 | $17.7M | Buy |
136,049
+4,717
| +4% | +$614K | 0.01% | 1678 |
|
|
2021
Q3 | $20M | Buy |
131,332
+13,380
| +11% | +$2.04M | 0.01% | 1585 |
|
|
2021
Q2 | $15M | Buy |
117,952
+11,212
| +11% | +$1.43M | 0.01% | 1773 |
|
|
2021
Q1 | $11.4M | Buy |
106,740
+6,830
| +7% | +$732K | ﹤0.01% | 1883 |
|
|
2020
Q4 | $12.5M | Buy |
99,910
+3,221
| +3% | +$402K | ﹤0.01% | 1727 |
|
|
2020
Q3 | $8.37M | Buy |
96,689
+13,878
| +17% | +$1.2M | ﹤0.01% | 1802 |
|
|
2020
Q2 | $6.23M | Buy |
82,811
+9,073
| +12% | +$682K | ﹤0.01% | 1915 |
|
|
2020
Q1 | $3.29M | Buy |
73,738
+1,843
| +3% | +$82.3K | ﹤0.01% | 2045 |
|
|
2019
Q4 | $3.05M | Buy |
71,895
+1,325
| +2% | +$56.2K | ﹤0.01% | 2268 |
|
|
2019
Q3 | $3.48M | Buy |
70,570
+44,490
| +171% | +$2.2M | ﹤0.01% | 2152 |
|
|
2019
Q2 | $1.25M | Buy |
26,080
+4,280
| +20% | +$205K | ﹤0.01% | 2501 |
|
|
2019
Q1 | $608K | Hold |
21,800
| – | – | ﹤0.01% | 2691 |
|
|
2018
Q4 | $574K | Buy |
21,800
+700
| +3% | +$18.4K | ﹤0.01% | 2711 |
|
|
2018
Q3 | $715K | Buy |
21,100
+2,800
| +15% | +$94.9K | ﹤0.01% | 2719 |
|
|
2018
Q2 | $457K | Buy |
+18,300
| New | +$457K | ﹤0.01% | 2830 |
|