JSA
Jacobson & Schmitt Advisors’s Goosehead Insurance GSHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
103,572
-4,654
| -4% | -$491K | 1.94% | 29 |
|
|
2025
Q1 | $12.8M | Sell |
108,226
-11,406
| -10% | -$1.35M | 2.61% | 14 |
|
|
2024
Q4 | $12.8M | Sell |
119,632
-22,010
| -16% | -$2.36M | 2.48% | 18 |
|
|
2024
Q3 | $12.6M | Buy |
141,642
+13,594
| +11% | +$1.21M | 2.6% | 15 |
|
|
2024
Q2 | $7.36M | Buy |
128,048
+26,084
| +26% | +$1.5M | 1.67% | 31 |
|
|
2024
Q1 | $6.79M | Buy |
101,964
+580
| +0.6% | +$38.6K | 1.61% | 31 |
|
|
2023
Q4 | $7.68M | Sell |
101,384
-27,221
| -21% | -$2.06M | 1.94% | 25 |
|
|
2023
Q3 | $9.58M | Sell |
128,605
-11,252
| -8% | -$839K | 2.72% | 17 |
|
|
2023
Q2 | $8.8M | Sell |
139,857
-30,633
| -18% | -$1.93M | 2.49% | 21 |
|
|
2023
Q1 | $8.9M | Buy |
170,490
+28,497
| +20% | +$1.49M | 2.55% | 20 |
|
|
2022
Q4 | $5.06M | Hold |
141,993
| – | – | 1.62% | 26 |
|
|
2022
Q3 | $5.06M | Buy |
141,993
+2,407
| +2% | +$85.8K | 1.62% | 26 |
|
|
2022
Q2 | $6.38M | Buy |
139,586
+58,481
| +72% | +$2.67M | 1.99% | 24 |
|
|
2022
Q1 | $6.37M | Buy |
81,105
+9,389
| +13% | +$738K | 1.66% | 23 |
|
|
2021
Q4 | $9.33M | Sell |
71,716
-553
| -0.8% | -$71.9K | 2.26% | 21 |
|
|
2021
Q3 | $11M | Sell |
72,269
-4,105
| -5% | -$625K | 3.03% | 17 |
|
|
2021
Q2 | $9.72M | Buy |
+76,374
| New | +$9.72M | 2.75% | 17 |
|