Jacobs Levy Equity 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
Q1 | – | Sell |
-45,352
| Closed | -$3.44M | – | 985 |
|
|
2023
Q4 | $3.44M | Sell |
45,352
-21,866
| -33% | -$1.66M | 0.02% | 508 |
|
|
2023
Q3 | $5.01M | Buy |
+67,218
| New | +$5.01M | 0.03% | 378 |
|
|
2021
Q2 | – | Sell |
-16,811
| Closed | -$1.8M | – | 1064 |
|
|
2021
Q1 | $1.8M | Sell |
16,811
-1,057
| -6% | -$113K | 0.01% | 618 |
|
|
2020
Q4 | $2.23M | Sell |
17,868
-878
| -5% | -$110K | 0.02% | 556 |
|
|
2020
Q3 | $1.62M | Sell |
18,746
-968
| -5% | -$83.8K | 0.02% | 556 |
|
|
2020
Q2 | $1.48M | Buy |
+19,714
| New | +$1.48M | 0.02% | 584 |
|