Fidelity Investments’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 | $229K | Buy |
2,173
+123
| +6% | +$13K | ﹤0.01% | 3260 |
|
2025
Q1 | $242K | Buy |
2,050
+461
| +29% | +$54.4K | ﹤0.01% | 3170 |
|
2024
Q4 | $170K | Buy |
1,589
+143
| +10% | +$15.3K | ﹤0.01% | 3329 |
|
2024
Q3 | $129K | Buy |
1,446
+512
| +55% | +$45.7K | ﹤0.01% | 3353 |
|
2024
Q2 | $53.7K | Sell |
934
-38,784
| -98% | -$2.23M | ﹤0.01% | 3576 |
|
2024
Q1 | $2.65M | Sell |
39,718
-18,470
| -32% | -$1.23M | ﹤0.01% | 2251 |
|
2023
Q4 | $4.41M | Sell |
58,188
-12,104
| -17% | -$917K | ﹤0.01% | 2100 |
|
2023
Q3 | $5.24M | Buy |
70,292
+55,747
| +383% | +$4.15M | ﹤0.01% | 2032 |
|
2023
Q2 | $915K | Buy |
14,545
+14,032
| +2,735% | +$883K | ﹤0.01% | 2495 |
|
2023
Q1 | $26.8K | Buy |
513
+68
| +15% | +$3.55K | ﹤0.01% | 3713 |
|
2022
Q4 | $15.3K | Sell |
445
-219,231
| -100% | -$7.53M | ﹤0.01% | 3870 |
|
2022
Q3 | $7.83M | Buy |
219,676
+41,920
| +24% | +$1.49M | ﹤0.01% | 2007 |
|
2022
Q2 | $8.12M | Sell |
177,756
-412,028
| -70% | -$18.8M | ﹤0.01% | 2063 |
|
2022
Q1 | $46.3M | Sell |
589,784
-393,965
| -40% | -$31M | ﹤0.01% | 1424 |
|
2021
Q4 | $128M | Buy |
983,749
+23,763
| +2% | +$3.09M | 0.01% | 998 |
|
2021
Q3 | $146M | Sell |
959,986
-266,203
| -22% | -$40.5M | 0.01% | 944 |
|
2021
Q2 | $156M | Sell |
1,226,189
-432,081
| -26% | -$55M | 0.01% | 918 |
|
2021
Q1 | $178M | Buy |
1,658,270
+453,821
| +38% | +$48.6M | 0.02% | 834 |
|
2020
Q4 | $150M | Buy |
1,204,449
+1,203,771
| +177,547% | +$150M | 0.01% | 865 |
|
2020
Q3 | $59K | Sell |
678
-164
| -19% | -$14.3K | ﹤0.01% | 2859 |
|
2020
Q2 | $63K | Sell |
842
-1,297
| -61% | -$97K | ﹤0.01% | 2775 |
|
2020
Q1 | $95K | Buy |
+2,139
| New | +$95K | ﹤0.01% | 2677 |
|