JFS Wealth 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 | $1.16K | Buy |
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|
2025
Q1 | $1.18K | Hold |
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|
2024
Q4 | $1.07K | Hold |
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|
2024
Q3 | $893 | Sell |
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|
2024
Q2 | $690 | Buy |
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|
2024
Q1 | $400 | Hold |
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|
2023
Q4 | $455 | Sell |
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|
2023
Q3 | $522 | Buy |
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|
2023
Q2 | $315 | Buy |
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|
2023
Q1 | $209 | Sell |
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|
2022
Q4 | $172 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Buy |
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