PFS Partners’s Goosehead Insurance GSHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.83M Hold
2025
Q2
$2.59M Hold
2025
Q1
$2.9M Buy
2024
Q4
$2.49M Hold
2024
Q3
$2.08M Hold
2024
Q2
$1.34M Hold
2024
Q1
$1.55M Hold
2023
Q4
$1.76M Hold
2023
Q3
$1.73M Hold
2023
Q2
$1.46M Hold
2023
Q1
$1.21M Hold
2022
Q4
$799K Hold
2022
Q3
$829K Hold
2022
Q2
$1.06M Buy
2022
Q1
$1.75M Hold
2021
Q4
$2.9M Buy