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
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