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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.25M | Sell |
216,799
-10,829
| -5% | -$606K | ﹤0.01% | 2141 |
|
|
2025
Q4 | $16.8M | Buy |
227,628
+467
| +0.2% | +$33.3K | ﹤0.01% | 1862 |
|
|
2025
Q3 | $16.9M | Buy |
227,161
+1,931
| +0.9% | +$170K | ﹤0.01% | 1844 |
|
|
2025
Q2 | $23.8M | Buy |
225,230
+9,466
| +4% | +$1M | ﹤0.01% | 1575 |
|
|
2025
Q1 | $25.5M | Buy |
215,764
+84
| +0% | +$9.42K | ﹤0.01% | 1496 |
|
|
2024
Q4 | $23.1M | Buy |
215,680
+5,459
| +3% | +$596K | ﹤0.01% | 1622 |
|
|
2024
Q3 | $18.8M | Sell |
210,221
-2,150
| -1% | -$170K | ﹤0.01% | 1726 |
|
|
2024
Q2 | $12.2M | Buy |
212,371
+17,341
| +9% | +$1.04M | ﹤0.01% | 1944 |
|
|
2024
Q1 | $13M | Buy |
195,030
+4,480
| +2% | +$342K | ﹤0.01% | 1847 |
|
|
2023
Q4 | $14.4M | Buy |
190,550
+7,502
| +4% | +$542K | ﹤0.01% | 1793 |
|
|
2023
Q3 | $13.6M | Buy |
183,048
+12,362
| +7% | +$829K | ﹤0.01% | 1739 |
|
|
2023
Q2 | $10.7M | Buy |
170,686
+18,549
| +12% | +$1.07M | ﹤0.01% | 1881 |
|
|
2023
Q1 | $7.94M | Buy |
152,137
+438
| +0.3% | +$19K | ﹤0.01% | 1984 |
|
|
2022
Q4 | $5.21M | Buy |
151,699
+5,199
| +4% | +$195K | ﹤0.01% | 2199 |
|
|
2022
Q3 | $5.22M | Buy |
146,500
+3,614
| +3% | +$188K | ﹤0.01% | 2196 |
|
|
2022
Q2 | $6.53M | Buy |
142,886
+3,498
| +3% | +$191K | ﹤0.01% | 2066 |
|
|
2022
Q1 | $11M | Buy |
139,388
+3,339
| +2% | +$296K | ﹤0.01% | 1905 |
|
|
2021
Q4 | $17.7M | Buy |
136,049
+4,717
| +4% | +$677K | 0.01% | 1679 |
|
|
2021
Q3 | $20M | Buy |
131,332
+13,380
| +11% | +$1.8M | 0.01% | 1586 |
|
|
2021
Q2 | $15M | Buy |
117,952
+11,212
| +11% | +$1.14M | 0.01% | 1774 |
|
|
2021
Q1 | $11.4M | Buy |
106,740
+6,830
| +7% | +$924K | ﹤0.01% | 1884 |
|
|
2020
Q4 | $12.5M | Buy |
99,910
+3,221
| +3% | +$368K | ﹤0.01% | 1728 |
|
|
2020
Q3 | $8.37M | Buy |
96,689
+13,878
| +17% | +$1.26M | ﹤0.01% | 1803 |
|
|
2020
Q2 | $6.22M | Buy |
82,811
+9,073
| +12% | +$526K | ﹤0.01% | 1916 |
|
|
2020
Q1 | $3.29M | Buy |
73,738
+1,843
| +3% | +$91.3K | ﹤0.01% | 2046 |
|
|
2019
Q4 | $3.05M | Buy |
71,895
+1,325
| +2% | +$58.6K | ﹤0.01% | 2269 |
|
|
2019
Q3 | $3.48M | Buy |
70,570
+44,490
| +171% | +$2.04M | ﹤0.01% | 2153 |
|
|
2019
Q2 | $1.25M | Buy |
26,080
+4,280
| +20% | +$149K | ﹤0.01% | 2502 |
|
|
2019
Q1 | $608K | Hold |
21,800
| – | – | ﹤0.01% | 2692 |
|
|
2018
Q4 | $574K | Buy |
21,800
+700
| +3% | +$19.5K | ﹤0.01% | 2712 |
|
|
2018
Q3 | $715K | Buy |
21,100
+2,800
| +15% | +$81.2K | ﹤0.01% | 2720 |
|
|
2018
Q2 | $457K | Buy |
+18,300
| New | +$354K | ﹤0.01% | 2831 |
|
Other funds holding GSHD
WA
DCP
VPM
VCM
LEP