Principal Financial Group’s Goosehead Insurance GSHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
157,030
+35,376
| +29% | +$3.73M | 0.01% | 951 |
|
|
2025
Q1 | $14.4M | Buy |
121,654
+2,800
| +2% | +$331K | 0.01% | 1049 |
|
|
2024
Q4 | $12.7M | Buy |
118,854
+4,333
| +4% | +$465K | 0.01% | 1145 |
|
|
2024
Q3 | $10.2M | Sell |
114,521
-32,106
| -22% | -$2.87M | 0.01% | 1266 |
|
|
2024
Q2 | $8.42M | Buy |
146,627
+1,698
| +1% | +$97.5K | 0.01% | 1361 |
|
|
2024
Q1 | $9.66M | Buy |
144,929
+18,112
| +14% | +$1.21M | 0.01% | 1327 |
|
|
2023
Q4 | $9.61M | Sell |
126,817
-664
| -0.5% | -$50.3K | 0.01% | 1305 |
|
|
2023
Q3 | $9.5M | Buy |
+127,481
| New | +$9.5M | 0.01% | 1260 |
|
|
2022
Q1 | – | Sell |
-1,798
| Closed | -$234K | – | 2570 |
|
|
2021
Q4 | $234K | Sell |
1,798
-69
| -4% | -$8.98K | ﹤0.01% | 2315 |
|
|
2021
Q3 | $284K | Sell |
1,867
-299
| -14% | -$45.5K | ﹤0.01% | 2326 |
|
|
2021
Q2 | $276K | Buy |
+2,166
| New | +$276K | ﹤0.01% | 2390 |
|