Oppenheimer Asset 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 | $3.17M | Sell |
30,033
-1,240
| -4% | -$131K | 0.04% | 441 |
|
|
2025
Q1 | $3.69M | Sell |
31,273
-4,928
| -14% | -$582K | 0.05% | 383 |
|
|
2024
Q4 | $3.88M | Sell |
36,201
-4,029
| -10% | -$432K | 0.05% | 377 |
|
|
2024
Q3 | $3.59M | Buy |
40,230
+2,214
| +6% | +$198K | 0.04% | 397 |
|
|
2024
Q2 | $2.18M | Buy |
38,016
+10,464
| +38% | +$601K | 0.03% | 501 |
|
|
2024
Q1 | $1.84M | Sell |
27,552
-1,684
| -6% | -$112K | 0.03% | 515 |
|
|
2023
Q4 | $2.22M | Sell |
29,236
-5,104
| -15% | -$387K | 0.03% | 487 |
|
|
2023
Q3 | $2.56M | Sell |
34,340
-1,798
| -5% | -$134K | 0.04% | 412 |
|
|
2023
Q2 | $2.27M | Sell |
36,138
-2,096
| -5% | -$132K | 0.03% | 466 |
|
|
2023
Q1 | $2M | Buy |
38,234
+1,125
| +3% | +$58.7K | 0.03% | 492 |
|
|
2022
Q4 | $1.27M | Sell |
37,109
-795
| -2% | -$27.3K | 0.02% | 612 |
|
|
2022
Q3 | $1.35M | Buy |
37,904
+3,298
| +10% | +$118K | 0.02% | 573 |
|
|
2022
Q2 | $1.58M | Buy |
34,606
+9,323
| +37% | +$426K | 0.03% | 535 |
|
|
2022
Q1 | $1.99M | Buy |
25,283
+1,933
| +8% | +$152K | 0.03% | 530 |
|
|
2021
Q4 | $3.04M | Buy |
23,350
+8,174
| +54% | +$1.06M | 0.04% | 429 |
|
|
2021
Q3 | $2.31M | Buy |
15,176
+578
| +4% | +$88K | 0.03% | 492 |
|
|
2021
Q2 | $1.86M | Buy |
14,598
+66
| +0.5% | +$8.4K | 0.03% | 562 |
|
|
2021
Q1 | $1.56M | Buy |
14,532
+2,534
| +21% | +$272K | 0.02% | 587 |
|
|
2020
Q4 | $1.5M | Buy |
11,998
+1,618
| +16% | +$202K | 0.03% | 559 |
|
|
2020
Q3 | $899K | Buy |
10,380
+4,616
| +80% | +$400K | 0.02% | 650 |
|
|
2020
Q2 | $433K | Buy |
5,764
+1,427
| +33% | +$107K | 0.01% | 826 |
|
|
2020
Q1 | $194K | Buy |
4,337
+2,555
| +143% | +$114K | ﹤0.01% | 977 |
|
|
2019
Q4 | $76K | Buy |
+1,782
| New | +$76K | ﹤0.01% | 1258 |
|