Portside Wealth Group’s Goosehead Insurance GSHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$274K Sell
2025
Q3
$461K Sell
2025
Q2
$926K Buy
2025
Q1
$949K Sell
2024
Q4
$897K Sell
2024
Q3
$782K Sell
2024
Q2
$540K Buy
2024
Q1
$486K Buy
2023
Q4
$525K Buy
2023
Q3
$468K Sell
2023
Q2
$413K Buy