Everence Capital 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
Q4
Sell
-3,070
Closed -$274K 911
2024
Q3
$274K Buy
+3,070
New +$274K 0.02% 628
2024
Q2
Sell
-3,070
Closed -$205 744
2024
Q1
$205 Hold
3,070
0.01% 707
2023
Q4
$233K Hold
3,070
0.02% 657
2023
Q3
$229 Buy
+3,070
New +$229 0.02% 617