Envestnet 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.88M | Sell |
93,613
-9,734
| -9% | -$1.03M | ﹤0.01% | 1745 |
|
|
2025
Q1 | $12.2M | Sell |
103,347
-16,643
| -14% | -$1.96M | ﹤0.01% | 1539 |
|
|
2024
Q4 | $12.9M | Buy |
119,990
+2,471
| +2% | +$265K | ﹤0.01% | 1479 |
|
|
2024
Q3 | $10.5M | Sell |
117,519
-9,387
| -7% | -$838K | ﹤0.01% | 1603 |
|
|
2024
Q2 | $7.29M | Buy |
126,906
+14,195
| +13% | +$815K | ﹤0.01% | 1764 |
|
|
2024
Q1 | $7.51M | Buy |
112,711
+67,377
| +149% | +$4.49M | ﹤0.01% | 1709 |
|
|
2023
Q4 | $3.44M | Sell |
45,334
-3,175
| -7% | -$241K | ﹤0.01% | 2140 |
|
|
2023
Q3 | $3.62M | Buy |
48,509
+8,277
| +21% | +$617K | ﹤0.01% | 2012 |
|
|
2023
Q2 | $2.53M | Buy |
40,232
+2,139
| +6% | +$135K | ﹤0.01% | 2136 |
|
|
2023
Q1 | $1.99M | Sell |
38,093
-1,146
| -3% | -$59.8K | ﹤0.01% | 2203 |
|
|
2022
Q4 | $1.35M | Sell |
39,239
-9,679
| -20% | -$332K | ﹤0.01% | 2432 |
|
|
2022
Q3 | $1.74M | Sell |
48,918
-652
| -1% | -$23.2K | ﹤0.01% | 2161 |
|
|
2022
Q2 | $2.26M | Buy |
49,570
+11,333
| +30% | +$518K | ﹤0.01% | 2024 |
|
|
2022
Q1 | $3M | Sell |
38,237
-616
| -2% | -$48.4K | ﹤0.01% | 1944 |
|
|
2021
Q4 | $5.05M | Sell |
38,853
-80
| -0.2% | -$10.4K | ﹤0.01% | 1600 |
|
|
2021
Q3 | $5.93M | Sell |
38,933
-12,373
| -24% | -$1.88M | ﹤0.01% | 1421 |
|
|
2021
Q2 | $6.53M | Buy |
51,306
+3,183
| +7% | +$405K | ﹤0.01% | 1362 |
|
|
2021
Q1 | $5.16M | Buy |
48,123
+23,856
| +98% | +$2.56M | ﹤0.01% | 1402 |
|
|
2020
Q4 | $3.03M | Buy |
24,267
+4,590
| +23% | +$573K | ﹤0.01% | 1523 |
|
|
2020
Q3 | $1.7M | Buy |
19,677
+6,802
| +53% | +$589K | ﹤0.01% | 1709 |
|
|
2020
Q2 | $968K | Buy |
12,875
+6,861
| +114% | +$516K | ﹤0.01% | 1992 |
|
|
2020
Q1 | $268K | Sell |
6,014
-17,780
| -75% | -$792K | ﹤0.01% | 2601 |
|
|
2019
Q4 | $1.01M | Buy |
23,794
+773
| +3% | +$32.8K | ﹤0.01% | 2019 |
|
|
2019
Q3 | $1.14M | Sell |
23,021
-1,054
| -4% | -$52K | ﹤0.01% | 1856 |
|
|
2019
Q2 | $1.15M | Sell |
24,075
-1,280
| -5% | -$61.2K | ﹤0.01% | 1851 |
|
|
2019
Q1 | $707K | Buy |
25,355
+616
| +2% | +$17.2K | ﹤0.01% | 2118 |
|
|
2018
Q4 | $650K | Buy |
+24,739
| New | +$650K | ﹤0.01% | 1990 |
|