Polen Capital 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 | $1.73M | Sell |
16,369
-44,948
| -73% | -$4.74M | 0.01% | 89 |
|
|
2025
Q1 | $7.24M | Sell |
61,317
-22,993
| -27% | -$2.71M | 0.02% | 48 |
|
|
2024
Q4 | $9.04M | Sell |
84,310
-21,548
| -20% | -$2.31M | 0.02% | 48 |
|
|
2024
Q3 | $9.45M | Sell |
105,858
-23,195
| -18% | -$2.07M | 0.02% | 46 |
|
|
2024
Q2 | $7.41M | Sell |
129,053
-2,949
| -2% | -$169K | 0.02% | 54 |
|
|
2024
Q1 | $8.79M | Sell |
132,002
-19,969
| -13% | -$1.33M | 0.02% | 55 |
|
|
2023
Q4 | $81M | Sell |
151,971
-69,902
| -32% | -$37.3M | 0.2% | 28 |
|
|
2023
Q3 | $16.5M | Sell |
221,873
-8,229
| -4% | -$613K | 0.04% | 43 |
|
|
2023
Q2 | $14.5M | Sell |
230,102
-60,666
| -21% | -$3.82M | 0.04% | 42 |
|
|
2023
Q1 | $15.2M | Sell |
290,768
-2,199
| -0.8% | -$115K | 0.04% | 41 |
|
|
2022
Q4 | $10.1M | Sell |
292,967
-20,400
| -7% | -$701K | 0.03% | 45 |
|
|
2022
Q3 | $11.2M | Buy |
313,367
+81,171
| +35% | +$2.89M | 0.03% | 45 |
|
|
2022
Q2 | $10.6M | Buy |
232,196
+16,174
| +7% | +$739K | 0.03% | 43 |
|
|
2022
Q1 | $17M | Buy |
216,022
+32,859
| +18% | +$2.58M | 0.03% | 46 |
|
|
2021
Q4 | $23.8M | Buy |
183,163
+24,169
| +15% | +$3.14M | 0.04% | 44 |
|
|
2021
Q3 | $24.2M | Buy |
158,994
+12,513
| +9% | +$1.91M | 0.04% | 36 |
|
|
2021
Q2 | $18.6M | Buy |
146,481
+21,471
| +17% | +$2.73M | 0.04% | 40 |
|
|
2021
Q1 | $13.4M | Buy |
125,010
+47,577
| +61% | +$5.1M | 0.03% | 41 |
|
|
2020
Q4 | $9.66M | Buy |
77,433
+14,899
| +24% | +$1.86M | 0.02% | 43 |
|
|
2020
Q3 | $5.42M | Buy |
+62,534
| New | +$5.42M | 0.01% | 47 |
|