JPMorgan Chase & Co’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
$2.51M Buy
23,764
+2,515
+12% +$265K ﹤0.01% 3191
2025
Q1
$2.51M Buy
21,249
+2,159
+11% +$255K ﹤0.01% 3120
2024
Q4
$2.05M Sell
19,090
-404
-2% -$43.3K ﹤0.01% 3386
2024
Q3
$1.74M Sell
19,494
-1,116
-5% -$99.7K ﹤0.01% 3344
2024
Q2
$1.18M Buy
20,610
+2,952
+17% +$170K ﹤0.01% 3413
2024
Q1
$1.18M Sell
17,658
-12,406
-41% -$826K ﹤0.01% 3467
2023
Q4
$2.28M Buy
30,064
+1,637
+6% +$124K ﹤0.01% 3066
2023
Q3
$2.12M Sell
28,427
-3,453
-11% -$257K ﹤0.01% 2961
2023
Q2
$2M Buy
31,880
+6,009
+23% +$378K ﹤0.01% 3039
2023
Q1
$1.35M Buy
25,871
+4,942
+24% +$258K ﹤0.01% 3270
2022
Q4
$718K Buy
20,929
+2,373
+13% +$81.4K ﹤0.01% 3557
2022
Q3
$662K Buy
18,556
+235
+1% +$8.38K ﹤0.01% 3591
2022
Q2
$836K Buy
18,321
+4,167
+29% +$190K ﹤0.01% 3590
2022
Q1
$1.11M Sell
14,154
-13,114
-48% -$1.03M ﹤0.01% 3542
2021
Q4
$3.55M Sell
27,268
-1,520
-5% -$198K ﹤0.01% 2806
2021
Q3
$4.39M Sell
28,788
-5,642
-16% -$859K ﹤0.01% 2671
2021
Q2
$4.38M Sell
34,430
-28,851
-46% -$3.67M ﹤0.01% 2732
2021
Q1
$6.78M Buy
63,281
+9,211
+17% +$987K ﹤0.01% 2435
2020
Q4
$6.75M Buy
54,070
+18,494
+52% +$2.31M ﹤0.01% 2203
2020
Q3
$3.03M Buy
35,576
+31,213
+715% +$2.66M ﹤0.01% 2529
2020
Q2
$328K Sell
4,363
-33,487
-88% -$2.52M ﹤0.01% 3475
2020
Q1
$1.69M Buy
37,850
+34,102
+910% +$1.52M ﹤0.01% 2686
2019
Q4
$159K Hold
3,748
﹤0.01% 3889
2019
Q3
$185K Buy
3,748
+676
+22% +$33.4K ﹤0.01% 3779
2019
Q2
$145K Buy
3,072
+691
+29% +$32.6K ﹤0.01% 3879
2019
Q1
$66K Sell
2,381
-9,087
-79% -$252K ﹤0.01% 4133
2018
Q4
$302K Buy
11,468
+9,208
+407% +$242K ﹤0.01% 3614
2018
Q3
$77K Buy
2,260
+278
+14% +$9.47K ﹤0.01% 4205
2018
Q2
$49K Buy
+1,982
New +$49K ﹤0.01% 4315