JFS Wealth Advisors’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 | $1.16K | Buy |
11
+1
| +10% | +$106 | ﹤0.01% | 1533 |
|
|
2025
Q1 | $1.18K | Hold |
10
| – | – | ﹤0.01% | 1616 |
|
|
2024
Q4 | $1.07K | Hold |
10
| – | – | ﹤0.01% | 1659 |
|
|
2024
Q3 | $893 | Sell |
10
-2
| -17% | -$179 | ﹤0.01% | 1719 |
|
|
2024
Q2 | $690 | Buy |
12
+6
| +100% | +$345 | ﹤0.01% | 1753 |
|
|
2024
Q1 | $400 | Hold |
6
| – | – | ﹤0.01% | 1824 |
|
|
2023
Q4 | $455 | Sell |
6
-1
| -14% | -$76 | ﹤0.01% | 1818 |
|
|
2023
Q3 | $522 | Buy |
7
+2
| +40% | +$149 | ﹤0.01% | 1744 |
|
|
2023
Q2 | $315 | Buy |
5
+1
| +25% | +$63 | ﹤0.01% | 1825 |
|
|
2023
Q1 | $209 | Sell |
4
-1
| -20% | -$52 | ﹤0.01% | 1820 |
|
|
2022
Q4 | $172 | Buy |
+5
| New | +$172 | ﹤0.01% | 1841 |
|
|
2022
Q2 | – | Sell |
-1
| Closed | – | – | 1814 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1876 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1774 |
|