Logan Capital Management’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
$1.06M Hold
2025
Q1
$1.18M Hold
2024
Q4
$1.07M Hold
2024
Q3
$893K Hold
2024
Q2
$574K Hold
2024
Q1
$666K Hold
2023
Q4
$758K Hold
2023
Q3
$745K Hold
2023
Q2
$629K Hold
2023
Q1
$522K Hold
2022
Q4
$343K Sell
2022
Q3
$394K Buy
2022
Q2
$489K Hold
2022
Q1
$841K Buy
2021
Q4
$1.36M Hold
2021
Q3
$1.59M Hold
2021
Q2
$1.33M Buy
2021
Q1
$1.1M Buy
2020
Q4
$1.28M Buy
2020
Q3
$866K Buy