PWS
Precision Wealth Strategies’s Goosehead Insurance GSHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Buy |
6,693
+1,162
| +21% | +$123K | 0.23% | 83 |
|
|
2025
Q1 | $653K | Buy |
5,531
+805
| +17% | +$95K | 0.5% | 35 |
|
|
2024
Q4 | $507K | Buy |
4,726
+256
| +6% | +$27.4K | 0.39% | 47 |
|
|
2024
Q3 | $399K | Buy |
4,470
+99
| +2% | +$8.84K | 0.37% | 68 |
|
|
2024
Q2 | $251K | Sell |
4,371
-201
| -4% | -$11.5K | 0.26% | 89 |
|
|
2024
Q1 | $305K | Sell |
4,572
-51
| -1% | -$3.4K | 0.29% | 77 |
|
|
2023
Q4 | $350K | Buy |
4,623
+95
| +2% | +$7.2K | 0.34% | 57 |
|
|
2023
Q3 | $337K | Buy |
+4,528
| New | +$337K | 0.37% | 48 |
|
|
2022
Q1 | – | Sell |
-2,505
| Closed | -$326K | – | 179 |
|
|
2021
Q4 | $326K | Buy |
2,505
+332
| +15% | +$43.2K | 0.24% | 103 |
|
|
2021
Q3 | $331K | Buy |
2,173
+419
| +24% | +$63.8K | 0.26% | 97 |
|
|
2021
Q2 | $223K | Buy |
+1,754
| New | +$223K | 0.19% | 106 |
|