Schroder Investment Management Group’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-88,611
| Closed | -$6.6M | – | 1217 |
|
|
2023
Q3 | $6.6M | Sell |
88,611
-9,918
| -10% | -$739K | 0.01% | 685 |
|
|
2023
Q2 | $6.2M | Buy |
98,529
+6,049
| +7% | +$380K | 0.01% | 734 |
|
|
2023
Q1 | $4.83M | Buy |
92,480
+53,841
| +139% | +$2.81M | 0.01% | 792 |
|
|
2022
Q4 | $1.33M | Buy |
+38,639
| New | +$1.33M | ﹤0.01% | 1013 |
|
|
2021
Q3 | – | Sell |
-13,681
| Closed | -$1.74M | – | 1513 |
|
|
2021
Q2 | $1.74M | Buy |
13,681
+6,924
| +102% | +$882K | ﹤0.01% | 1040 |
|
|
2021
Q1 | $724K | Sell |
6,757
-803
| -11% | -$86K | ﹤0.01% | 1223 |
|
|
2020
Q4 | $943K | Buy |
+7,560
| New | +$943K | ﹤0.01% | 1127 |
|