Corient Private Wealth’s Goosehead Insurance GSHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,569	Closed	-$1.6M	–	2574
2025 Q1	$1.6M	Sell	13,569 -3,373	-20%	-$398K	﹤0.01%	1065
2024 Q4	$1.82M	Sell	16,942 -1,971	-10%	-$211K	﹤0.01%	1038
2024 Q3	$1.69M	Buy	+18,913	New	+$1.69M	﹤0.01%	1149