CIBC Private Wealth Group’s Goosehead Insurance GSHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.4M | Buy |
448,963
+446,537
| +18,406% | +$47.1M | 0.08% | 196 |
|
|
2025
Q1 | $252K | Buy |
2,426
+401
| +20% | +$41.7K | ﹤0.01% | 1001 |
|
|
2024
Q4 | $210K | Hold |
2,025
| – | – | ﹤0.01% | 1139 |
|
|
2024
Q3 | $181K | Sell |
2,025
-200
| -9% | -$17.9K | ﹤0.01% | 1234 |
|
|
2024
Q2 | $125K | Hold |
2,225
| – | – | ﹤0.01% | 1308 |
|
|
2024
Q1 | $153K | Sell |
2,225
-575
| -21% | -$39.6K | ﹤0.01% | 1223 |
|
|
2023
Q4 | $212K | Sell |
2,800
-279
| -9% | -$21.1K | ﹤0.01% | 1050 |
|
|
2023
Q3 | $229K | Sell |
3,079
-346
| -10% | -$25.8K | ﹤0.01% | 964 |
|
|
2023
Q2 | $215K | Buy |
+3,425
| New | +$215K | ﹤0.01% | 824 |
|
|
2022
Q2 | – | Sell |
-3,775
| Closed | -$297K | – | 1239 |
|
|
2022
Q1 | $297K | Sell |
3,775
-400
| -10% | -$31.5K | ﹤0.01% | 848 |
|
|
2021
Q4 | $543K | Hold |
4,175
| – | – | ﹤0.01% | 758 |
|
|
2021
Q3 | $636K | Sell |
4,175
-50
| -1% | -$7.62K | ﹤0.01% | 697 |
|
|
2021
Q2 | $538K | Buy |
4,225
+215
| +5% | +$27.4K | ﹤0.01% | 787 |
|
|
2021
Q1 | $430K | Sell |
4,010
-245
| -6% | -$26.3K | ﹤0.01% | 833 |
|
|
2020
Q4 | $531K | Hold |
4,255
| – | – | ﹤0.01% | 763 |
|
|
2020
Q3 | $368K | Buy |
+4,255
| New | +$368K | ﹤0.01% | 738 |
|
|
2020
Q1 | – | Sell |
-4,755
| Closed | -$202K | – | 879 |
|
|
2019
Q4 | $202K | Hold |
4,755
| – | – | ﹤0.01% | 871 |
|
|
2019
Q3 | $235K | Buy |
4,755
+230
| +5% | +$11.4K | ﹤0.01% | 831 |
|
|
2019
Q2 | $216K | Buy |
+4,525
| New | +$216K | ﹤0.01% | 874 |
|
|
2018
Q3 | – | Sell |
-1,950
| Closed | -$49K | – | 1263 |
|
|
2018
Q2 | $49K | Buy |
+1,950
| New | +$49K | ﹤0.01% | 1173 |
|