Polen Capital Management’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 | – | Sell |
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|
2025
Q2 | $1.73M | Sell |
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|
2025
Q1 | $7.24M | Sell |
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|
2024
Q4 | $9.04M | Sell |
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|
2024
Q3 | $9.45M | Sell |
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|
2024
Q2 | $7.41M | Sell |
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|
2024
Q1 | $8.79M | Sell |
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|
2023
Q4 | $81M | Sell |
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|
2023
Q3 | $16.5M | Sell |
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|
2023
Q2 | $14.5M | Sell |
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|
2023
Q1 | $15.2M | Sell |
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|
2022
Q4 | $10.1M | Sell |
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|
2022
Q3 | $11.2M | Buy |
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|
2022
Q2 | $10.6M | Buy |
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|
2022
Q1 | $17M | Buy |
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|
2021
Q4 | $23.8M | Buy |
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|
2021
Q3 | $24.2M | Buy |
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|
2021
Q2 | $18.6M | Buy |
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|
2021
Q1 | $13.4M | Buy |
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|
2020
Q4 | $9.66M | Buy |
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|
2020
Q3 | $5.42M | Buy |
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