CIBC Private Wealth Group’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
Q2 | $47.4M | Buy |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $210K | Hold |
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|
2024
Q3 | $181K | Sell |
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|
2024
Q2 | $125K | Hold |
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|
2024
Q1 | $153K | Sell |
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|
2023
Q4 | $212K | Sell |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $297K | Sell |
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|
2021
Q4 | $543K | Hold |
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|
2021
Q3 | $636K | Sell |
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|
2021
Q2 | $538K | Buy |
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|
2021
Q1 | $430K | Sell |
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|
2020
Q4 | $531K | Hold |
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|
2020
Q3 | $368K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Hold |
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|
2019
Q3 | $235K | Buy |
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|
2019
Q2 | $216K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $49K | Buy |
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