Coppell Advisory Solutions’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2
| Closed | -$208 | – | 953 |
|
|
2024
Q4 | $208 | Hold |
2
| – | – | ﹤0.01% | 1833 |
|
|
2024
Q3 | $178 | Hold |
2
| – | – | ﹤0.01% | 1740 |
|
|
2024
Q2 | $115 | Buy |
+2
| New | +$115 | ﹤0.01% | 1699 |
|
|
2023
Q4 | $531 | Buy |
7
+2
| +40% | +$152 | ﹤0.01% | 1508 |
|
|
2023
Q3 | $172 | Hold |
5
| – | – | ﹤0.01% | 1124 |
|
|
2023
Q2 | $314 | Buy |
+5
| New | +$314 | ﹤0.01% | 1281 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$172 | – | 572 |
|
|
2022
Q4 | $172 | Buy |
+5
| New | +$172 | ﹤0.01% | 1125 |
|