Nisa Investment Advisors’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 | $32.1K | Hold |
304
| – | – | ﹤0.01% | 1730 |
|
|
2025
Q1 | $35.9K | Hold |
304
| – | – | ﹤0.01% | 1684 |
|
|
2024
Q4 | $32.6K | Hold |
304
| – | – | ﹤0.01% | 1793 |
|
|
2024
Q3 | $27.1K | Hold |
304
| – | – | ﹤0.01% | 1811 |
|
|
2024
Q2 | $17.5K | Buy |
304
+116
| +62% | +$6.66K | ﹤0.01% | 1992 |
|
|
2024
Q1 | $12.5K | Hold |
188
| – | – | ﹤0.01% | 2000 |
|
|
2023
Q4 | $14.3K | Sell |
188
-160
| -46% | -$12.1K | ﹤0.01% | 1960 |
|
|
2023
Q3 | $25.9K | Buy |
348
+160
| +85% | +$11.9K | ﹤0.01% | 1926 |
|
|
2023
Q2 | $11.8K | Hold |
188
| – | – | ﹤0.01% | 2231 |
|
|
2023
Q1 | $10K | Sell |
188
-300
| -61% | -$16K | ﹤0.01% | 2155 |
|
|
2022
Q4 | $17K | Hold |
488
| – | – | ﹤0.01% | 2095 |
|
|
2022
Q3 | $20K | Buy |
488
+18
| +4% | +$738 | ﹤0.01% | 2049 |
|
|
2022
Q2 | $21K | Buy |
470
+300
| +176% | +$13.4K | ﹤0.01% | 2036 |
|
|
2022
Q1 | $13K | Sell |
170
-1,090
| -87% | -$83.4K | ﹤0.01% | 2149 |
|
|
2021
Q4 | $124K | Buy |
1,260
+260
| +26% | +$25.6K | ﹤0.01% | 1434 |
|
|
2021
Q3 | $152 | Buy |
+1,000
| New | +$152 | ﹤0.01% | 1520 |
|
|
2021
Q2 | – | Sell |
-400
| Closed | -$43 | – | 2348 |
|
|
2021
Q1 | $43 | Hold |
400
| – | – | ﹤0.01% | 2007 |
|
|
2020
Q4 | $50K | Hold |
400
| – | – | ﹤0.01% | 1989 |
|
|
2020
Q3 | $35K | Buy |
+400
| New | +$35K | ﹤0.01% | 1939 |
|
|
2019
Q2 | – | Sell |
-3,000
| Closed | -$84K | – | 2029 |
|
|
2019
Q1 | $84K | Buy |
+3,000
| New | +$84K | ﹤0.01% | 1463 |
|