Ewing Morris & Co Investment Partners’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 | $6.79M | Buy |
64,396
+10,000
| +18% | +$1.06M | 3.05% | 7 |
|
|
2025
Q1 | $9.24M | Sell |
54,396
-6,000
| -10% | -$1.02M | 2.92% | 10 |
|
|
2024
Q4 | $9.31M | Sell |
60,396
-19,302
| -24% | -$2.97M | 3.21% | 9 |
|
|
2024
Q3 | $9.63M | Buy |
79,698
+1,100
| +1% | +$133K | 4.65% | 8 |
|
|
2024
Q2 | $4.51M | Buy |
78,598
+8,000
| +11% | +$460K | 2.87% | 16 |
|
|
2024
Q1 | $6.37M | Buy |
70,598
+31,413
| +80% | +$2.83M | 2.89% | 15 |
|
|
2023
Q4 | $2.97M | Buy |
39,185
+24,185
| +161% | +$1.83M | 2.12% | 17 |
|
|
2023
Q3 | $1.12M | Buy |
+15,000
| New | +$1.12M | 0.9% | 22 |
|