EFG Asset Management’s Goosehead Insurance GSHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-17,838	Closed	-$1.35M	–	191
2023 Q4	$1.35M	Buy	17,838 +5,319	+42%	+$403K	0.26%	148
2023 Q3	$933K	Buy	+12,519	New	+$933K	0.22%	147