Spire Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9	Closed	-$645	–	2326
2025 Q4	$645	Sell	9 -2	-18%	-$142	﹤0.01%	2254
2025 Q3	$800	Hold	11	–	–	﹤0.01%	2310
2025 Q2	$1.13K	Hold	11	–	–	﹤0.01%	2260
2025 Q1	$1.27K	Buy	11 +1	+10%	+$112	﹤0.01%	2348
2024 Q4	$1.1K	Buy	+10	New	+$1.09K	﹤0.01%	2349
2023 Q3	–	Sell	-600	Closed	-$37.7K	–	2407
2023 Q2	$37.7K	Hold	600	–	–	﹤0.01%	1320
2023 Q1	$31.3K	Hold	600	–	–	﹤0.01%	1414
2022 Q4	$21K	Sell	600 -104	-15%	-$3.9K	﹤0.01%	1352
2022 Q3	$25K	Buy	704 +451	+178%	+$23.4K	﹤0.01%	1236
2022 Q2	$12K	Hold	253	–	–	﹤0.01%	1854
2022 Q1	$20K	Sell	253 -17	-6%	-$1.51K	﹤0.01%	1810
2021 Q4	$35K	Sell	270 -46	-15%	-$6.6K	﹤0.01%	1887
2021 Q3	$48K	Hold	316	–	–	﹤0.01%	1492
2021 Q2	$40K	Hold	316	–	–	﹤0.01%	1576
2021 Q1	$34K	Buy	+316	New	+$42.8K	﹤0.01%	1917