Logan Capital Management’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 | $1.06M | Hold |
10,000
| – | – | 0.05% | 205 |
|
|
2025
Q1 | $1.18M | Hold |
10,000
| – | – | 0.05% | 204 |
|
|
2024
Q4 | $1.07M | Hold |
10,000
| – | – | 0.04% | 215 |
|
|
2024
Q3 | $893K | Hold |
10,000
| – | – | 0.04% | 226 |
|
|
2024
Q2 | $574K | Hold |
10,000
| – | – | 0.02% | 242 |
|
|
2024
Q1 | $666K | Hold |
10,000
| – | – | 0.03% | 236 |
|
|
2023
Q4 | $758K | Hold |
10,000
| – | – | 0.04% | 227 |
|
|
2023
Q3 | $745K | Hold |
10,000
| – | – | 0.04% | 225 |
|
|
2023
Q2 | $629K | Hold |
10,000
| – | – | 0.03% | 233 |
|
|
2023
Q1 | $522K | Hold |
10,000
| – | – | 0.03% | 251 |
|
|
2022
Q4 | $343K | Sell |
10,000
-1,080
| -10% | -$37.1K | 0.02% | 266 |
|
|
2022
Q3 | $394K | Buy |
11,080
+376
| +4% | +$13.4K | 0.02% | 249 |
|
|
2022
Q2 | $489K | Hold |
10,704
| – | – | 0.03% | 248 |
|
|
2022
Q1 | $841K | Buy |
10,704
+250
| +2% | +$19.6K | 0.04% | 227 |
|
|
2021
Q4 | $1.36M | Hold |
10,454
| – | – | 0.06% | 201 |
|
|
2021
Q3 | $1.59M | Hold |
10,454
| – | – | 0.07% | 184 |
|
|
2021
Q2 | $1.33M | Buy |
10,454
+151
| +1% | +$19.2K | 0.06% | 196 |
|
|
2021
Q1 | $1.1M | Buy |
10,303
+73
| +0.7% | +$7.82K | 0.06% | 204 |
|
|
2020
Q4 | $1.28M | Buy |
10,230
+230
| +2% | +$28.7K | 0.06% | 196 |
|
|
2020
Q3 | $866K | Buy |
+10,000
| New | +$866K | 0.05% | 275 |
|