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 |
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|
2025
Q1 | $12.8M | Sell |
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|
2024
Q4 | $12.8M | Sell |
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|
2024
Q3 | $12.6M | Buy |
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|
2024
Q2 | $7.36M | Buy |
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|
2024
Q1 | $6.79M | Buy |
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|
2023
Q4 | $7.68M | Sell |
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|
2023
Q3 | $9.58M | Sell |
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|
2023
Q2 | $8.8M | Sell |
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|
2023
Q1 | $8.9M | Buy |
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|
2022
Q4 | $5.06M | Hold |
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|
2022
Q3 | $5.06M | Buy |
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|
2022
Q2 | $6.38M | Buy |
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|
2022
Q1 | $6.37M | Buy |
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|
2021
Q4 | $9.33M | Sell |
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|
2021
Q3 | $11M | Sell |
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|
2021
Q2 | $9.72M | Buy |
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