Prudent Man Advisors’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 | – | Sell |
-1,996
| Closed | -$236K | – | 185 |
|
|
2025
Q1 | $236K | Hold |
1,996
| – | – | 0.09% | 144 |
|
|
2024
Q4 | $214K | Buy |
+1,996
| New | +$214K | 0.08% | 156 |
|
|
2024
Q2 | – | Sell |
-3,111
| Closed | -$207K | – | 176 |
|
|
2024
Q1 | $207K | Sell |
3,111
-188
| -6% | -$12.5K | 0.08% | 165 |
|
|
2023
Q4 | $250K | Sell |
3,299
-390
| -11% | -$29.6K | 0.09% | 148 |
|
|
2023
Q3 | $275K | Sell |
3,689
-106
| -3% | -$7.9K | 0.11% | 140 |
|
|
2023
Q2 | $239K | Buy |
+3,795
| New | +$239K | 0.09% | 165 |
|