SAM
Smartleaf Asset Management’s Goosehead Insurance GSHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.3K | Sell |
501
-157
| -24% | -$16.1K | ﹤0.01% | 1152 |
|
|
2025
Q1 | $77.9K | Buy |
658
+39
| +6% | +$4.62K | 0.01% | 950 |
|
|
2024
Q4 | $64.4K | Buy |
619
+509
| +463% | +$53K | 0.01% | 1058 |
|
|
2024
Q3 | $9.78K | Buy |
110
+81
| +279% | +$7.21K | ﹤0.01% | 1770 |
|
|
2024
Q2 | $1.67K | Buy |
+29
| New | +$1.67K | ﹤0.01% | 2287 |
|
|
2024
Q1 | – | Sell |
-70
| Closed | -$5.4K | – | 1866 |
|
|
2023
Q4 | $5.4K | Buy |
+70
| New | +$5.4K | ﹤0.01% | 851 |
|