O'Shaughnessy 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 | $355K | Sell |
3,366
-877
| -21% | -$92.5K | ﹤0.01% | 1550 |
|
|
2025
Q1 | $501K | Buy |
4,243
+1,182
| +39% | +$140K | ﹤0.01% | 1317 |
|
|
2024
Q4 | $328K | Buy |
+3,061
| New | +$328K | ﹤0.01% | 1478 |
|
|
2021
Q2 | – | Sell |
-70
| Closed | -$7K | – | 2628 |
|
|
2021
Q1 | $7K | Hold |
70
| – | – | ﹤0.01% | 1853 |
|
|
2020
Q4 | $9K | Sell |
70
-3,309
| -98% | -$425K | ﹤0.01% | 1573 |
|
|
2020
Q3 | $293K | Hold |
3,379
| – | – | 0.01% | 594 |
|
|
2020
Q2 | $254K | Buy |
+3,379
| New | +$254K | 0.01% | 583 |
|