Pictet 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 | $333K | Buy |
3,152
+316
| +11% | +$33.3K | ﹤0.01% | 1579 |
|
2025
Q1 | $335K | Buy |
2,836
+44
| +2% | +$5.2K | ﹤0.01% | 1570 |
|
2024
Q4 | $299K | Buy |
2,792
+254
| +10% | +$27.2K | ﹤0.01% | 1644 |
|
2024
Q3 | $227K | Buy |
+2,538
| New | +$227K | ﹤0.01% | 1753 |
|
2023
Q4 | – | Sell |
-2,688
| Closed | -$200K | – | 1978 |
|
2023
Q3 | $200K | Buy |
+2,688
| New | +$200K | ﹤0.01% | 1689 |
|