Jacobson & Schmitt Advisors’s Goosehead Insurance GSHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.9M Sell
2025
Q1
$12.8M Sell
2024
Q4
$12.8M Sell
2024
Q3
$12.6M Buy
2024
Q2
$7.36M Buy
2024
Q1
$6.79M Buy
2023
Q4
$7.68M Sell
2023
Q3
$9.58M Sell
2023
Q2
$8.8M Sell
2023
Q1
$8.9M Buy
2022
Q4
$5.06M Hold
2022
Q3
$5.06M Buy
2022
Q2
$6.38M Buy
2022
Q1
$6.37M Buy
2021
Q4
$9.33M Sell
2021
Q3
$11M Sell
2021
Q2
$9.72M Buy