Creative Planning’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
Q3
Sell
2025
Q2
$237K Sell
2025
Q1
$342K Buy
2024
Q4
$215K Buy
2023
Q2
Sell
2023
Q1
$679 Buy
2021
Q1
Sell
2020
Q4
$635K Buy