&Partners’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 | $831K | Buy |
7,873
+924
| +13% | +$97.5K | 0.01% | 1077 |
|
|
2025
Q1 | $823K | Buy |
6,949
+715
| +11% | +$84.7K | 0.01% | 901 |
|
|
2024
Q4 | $672K | Buy |
6,234
+3,119
| +100% | +$336K | 0.01% | 938 |
|
|
2024
Q3 | $278K | Buy |
+3,115
| New | +$278K | 0.01% | 1137 |
|
|
2022
Q2 | – | Sell |
-2,800
| Closed | -$220K | – | 202 |
|
|
2022
Q1 | $220K | Buy |
2,800
+1,000
| +56% | +$78.6K | 0.12% | 172 |
|
|
2021
Q4 | $234K | Hold |
1,800
| – | – | 0.14% | 155 |
|
|
2021
Q3 | $274K | Hold |
1,800
| – | – | 0.17% | 132 |
|
|
2021
Q2 | $229K | Buy |
+1,800
| New | +$229K | 0.15% | 154 |
|