Portside Wealth Group’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 | $926K | Buy |
8,776
+737
| +9% | +$77.8K | 0.14% | 159 |
|
|
2025
Q1 | $949K | Sell |
8,039
-330
| -4% | -$39K | 0.15% | 145 |
|
|
2024
Q4 | $897K | Sell |
8,369
-389
| -4% | -$41.7K | 0.15% | 150 |
|
|
2024
Q3 | $782K | Sell |
8,758
-635
| -7% | -$56.7K | 0.13% | 167 |
|
|
2024
Q2 | $540K | Buy |
9,393
+2,100
| +29% | +$121K | 0.1% | 198 |
|
|
2024
Q1 | $486K | Buy |
7,293
+364
| +5% | +$24.3K | 0.09% | 218 |
|
|
2023
Q4 | $525K | Buy |
6,929
+646
| +10% | +$49K | 0.1% | 204 |
|
|
2023
Q3 | $468K | Sell |
6,283
-287
| -4% | -$21.4K | 0.09% | 201 |
|
|
2023
Q2 | $413K | Buy |
+6,570
| New | +$413K | 0.08% | 216 |
|