Charles Schwab’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 | $16.9M | Buy |
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|
2025
Q2 | $23.8M | Buy |
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|
2025
Q1 | $25.5M | Buy |
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|
2024
Q4 | $23.1M | Buy |
|
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|
2024
Q3 | $18.8M | Sell |
|
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|
2024
Q2 | $12.2M | Buy |
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|
2024
Q1 | $13M | Buy |
|
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|
2023
Q4 | $14.4M | Buy |
|
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|
2023
Q3 | $13.6M | Buy |
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|
2023
Q2 | $10.7M | Buy |
|
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|
2023
Q1 | $7.94M | Buy |
|
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|
2022
Q4 | $5.21M | Buy |
|
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|
2022
Q3 | $5.22M | Buy |
|
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|
2022
Q2 | $6.53M | Buy |
|
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|
2022
Q1 | $11M | Buy |
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|
2021
Q4 | $17.7M | Buy |
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|
2021
Q3 | $20M | Buy |
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|
2021
Q2 | $15M | Buy |
|
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|
2021
Q1 | $11.4M | Buy |
|
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|
2020
Q4 | $12.5M | Buy |
|
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|
2020
Q3 | $8.37M | Buy |
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|
2020
Q2 | $6.22M | Buy |
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|
2020
Q1 | $3.29M | Buy |
|
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|
2019
Q4 | $3.05M | Buy |
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|
2019
Q3 | $3.48M | Buy |
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|
2019
Q2 | $1.25M | Buy |
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|
2019
Q1 | $608K | Hold |
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|
2018
Q4 | $574K | Buy |
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|
2018
Q3 | $715K | Buy |
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|
2018
Q2 | $457K | Buy |
|