Morgan Stanley’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.8M | Buy |
323,008
+25,592
| +9% | +$1.43M | ﹤0.01% | 3290 |
|
|
2025
Q4 | $21.9M | Sell |
297,416
-26,889
| -8% | -$1.92M | ﹤0.01% | 2855 |
|
|
2025
Q3 | $24.1M | Buy |
324,305
+144,567
| +80% | +$12.7M | ﹤0.01% | 2706 |
|
|
2025
Q2 | $19M | Sell |
179,738
-36,213
| -17% | -$3.84M | ﹤0.01% | 2864 |
|
|
2025
Q1 | $25.5M | Sell |
215,951
-36,196
| -14% | -$4.06M | ﹤0.01% | 2445 |
|
|
2024
Q4 | $27M | Buy |
252,147
+10,941
| +5% | +$1.19M | ﹤0.01% | 2460 |
|
|
2024
Q3 | $21.5M | Buy |
241,206
+22,875
| +10% | +$1.81M | ﹤0.01% | 2727 |
|
|
2024
Q2 | $12.5M | Buy |
218,331
+30,369
| +16% | +$1.82M | ﹤0.01% | 3142 |
|
|
2024
Q1 | $12.5M | Sell |
187,962
-234,862
| -56% | -$17.9M | ﹤0.01% | 3160 |
|
|
2023
Q4 | $32.1M | Buy |
422,824
+127,657
| +43% | +$9.22M | ﹤0.01% | 2904 |
|
|
2023
Q3 | $22M | Sell |
295,167
-50,232
| -15% | -$3.37M | ﹤0.01% | 2349 |
|
|
2023
Q2 | $21.7M | Sell |
345,399
-65,295
| -16% | -$3.75M | ﹤0.01% | 2395 |
|
|
2023
Q1 | $21.4M | Buy |
410,694
+52,060
| +15% | +$2.26M | ﹤0.01% | 2345 |
|
|
2022
Q4 | $12.3M | Buy |
358,634
+60,004
| +20% | +$2.25M | ﹤0.01% | 2869 |
|
|
2022
Q3 | $10.6M | Buy |
298,630
+67,857
| +29% | +$3.52M | ﹤0.01% | 2904 |
|
|
2022
Q2 | $10.5M | Buy |
230,773
+167,961
| +267% | +$9.17M | ﹤0.01% | 3018 |
|
|
2022
Q1 | $4.93M | Sell |
62,812
-9,191
| -13% | -$816K | ﹤0.01% | 3698 |
|
|
2021
Q4 | $9.37M | Buy |
72,003
+28,198
| +64% | +$4.05M | ﹤0.01% | 3015 |
|
|
2021
Q3 | $6.67M | Sell |
43,805
-8,559
| -16% | -$1.15M | ﹤0.01% | 3382 |
|
|
2021
Q2 | $6.66M | Buy |
52,364
+27,991
| +115% | +$2.85M | ﹤0.01% | 3466 |
|
|
2021
Q1 | $2.61M | Sell |
24,373
-56,438
| -70% | -$7.64M | ﹤0.01% | 4050 |
|
|
2020
Q4 | $10.1M | Buy |
80,811
+15,629
| +24% | +$1.79M | ﹤0.01% | 2501 |
|
|
2020
Q3 | $5.64M | Buy |
65,182
+39,361
| +152% | +$3.59M | ﹤0.01% | 2599 |
|
|
2020
Q2 | $1.94M | Buy |
25,821
+16,229
| +169% | +$940K | ﹤0.01% | 3630 |
|
|
2020
Q1 | $428K | Sell |
9,592
-16,108
| -63% | -$798K | ﹤0.01% | 4466 |
|
|
2019
Q4 | $1.09M | Buy |
25,700
+7,781
| +43% | +$344K | ﹤0.01% | 4479 |
|
|
2019
Q3 | $884K | Buy |
17,919
+2,499
| +16% | +$115K | ﹤0.01% | 4367 |
|
|
2019
Q2 | $737K | Sell |
15,420
-9,352
| -38% | -$326K | ﹤0.01% | 4398 |
|
|
2019
Q1 | $691K | Sell |
24,772
-9,056
| -27% | -$259K | ﹤0.01% | 4350 |
|
|
2018
Q4 | $890K | Buy |
33,828
+3,751
| +12% | +$104K | ﹤0.01% | 4363 |
|
|
2018
Q3 | $1.02M | Buy |
30,077
+8,297
| +38% | +$241K | ﹤0.01% | 4522 |
|
|
2018
Q2 | $544K | Buy |
+21,780
| New | +$421K | ﹤0.01% | 5044 |
|
Other funds holding GSHD
WA
DCP
VPM
VCM
LEP