Rockefeller Capital Management’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10
| Closed | – | – | 2779 |
|
|
2022
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 4001 |
|
|
2022
Q3 | $0 | Sell |
10
-27
| -73% | – | ﹤0.01% | 4073 |
|
|
2022
Q2 | $1K | Buy |
37
+28
| +311% | +$757 | ﹤0.01% | 3951 |
|
|
2022
Q1 | $0 | Sell |
9
-112
| -93% | – | ﹤0.01% | 3950 |
|
|
2021
Q4 | $15K | Hold |
121
| – | – | ﹤0.01% | 2778 |
|
|
2021
Q3 | $18K | Buy |
121
+81
| +203% | +$12.1K | ﹤0.01% | 2627 |
|
|
2021
Q2 | $5K | Sell |
40
-8
| -17% | -$1K | ﹤0.01% | 3029 |
|
|
2021
Q1 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 2890 |
|
|
2020
Q4 | – | Sell |
-12
| Closed | -$1K | – | 2915 |
|
|
2020
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 2479 |
|
|
2020
Q2 | – | Sell |
-406
| Closed | -$18K | – | 2618 |
|
|
2020
Q1 | $18K | Hold |
406
| – | – | ﹤0.01% | 1546 |
|
|
2019
Q4 | $17K | Hold |
406
| – | – | ﹤0.01% | 1449 |
|
|
2019
Q3 | $20K | Hold |
406
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q2 | $19K | Buy |
406
+6
| +2% | +$281 | ﹤0.01% | 1043 |
|
|
2019
Q1 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 1443 |
|