Harbor Investment Advisory’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 | $114K | Buy |
1,083
+98
| +10% | +$10.3K | 0.01% | 466 |
|
|
2025
Q1 | $116K | Sell |
985
-156
| -14% | -$18.4K | 0.01% | 445 |
|
|
2024
Q4 | $122K | Sell |
1,141
-166
| -13% | -$17.8K | 0.01% | 418 |
|
|
2024
Q3 | $117K | Hold |
1,307
| – | – | 0.01% | 425 |
|
|
2024
Q2 | $75.1K | Sell |
1,307
-300
| -19% | -$17.2K | 0.01% | 506 |
|
|
2024
Q1 | $107K | Buy |
1,607
+277
| +21% | +$18.5K | 0.01% | 435 |
|
|
2023
Q4 | $101K | Hold |
1,330
| – | – | 0.01% | 421 |
|
|
2023
Q3 | $99.1K | Sell |
1,330
-218
| -14% | -$16.2K | 0.01% | 399 |
|
|
2023
Q2 | $97.4K | Hold |
1,548
| – | – | 0.01% | 504 |
|
|
2023
Q1 | $80.8K | Hold |
1,548
| – | – | 0.01% | 561 |
|
|
2022
Q4 | $53.2K | Buy |
1,548
+572
| +59% | +$19.6K | 0.01% | 682 |
|
|
2022
Q3 | $35K | Buy |
976
+529
| +118% | +$19K | 0.01% | 778 |
|
|
2022
Q2 | $20K | Buy |
447
+265
| +146% | +$11.9K | ﹤0.01% | 901 |
|
|
2022
Q1 | $14K | Buy |
+182
| New | +$14K | ﹤0.01% | 999 |
|