Creative Planning’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 | $237K | Sell |
2,243
-658
| -23% | -$69.4K | ﹤0.01% | 3083 |
|
|
2025
Q1 | $342K | Buy |
2,901
+893
| +44% | +$105K | ﹤0.01% | 2623 |
|
|
2024
Q4 | $215K | Buy |
+2,008
| New | +$215K | ﹤0.01% | 2915 |
|
|
2023
Q2 | – | Sell |
-13
| Closed | -$679 | – | 2602 |
|
|
2023
Q1 | $679 | Buy |
+13
| New | +$679 | ﹤0.01% | 2471 |
|
|
2021
Q1 | – | Sell |
-5,091
| Closed | -$635K | – | 2359 |
|
|
2020
Q4 | $635K | Buy |
+5,091
| New | +$635K | ﹤0.01% | 1159 |
|