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