Spire Wealth Management’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 | $1.13K | Hold |
11
| – | – | ﹤0.01% | 2260 |
|
|
2025
Q1 | $1.27K | Buy |
11
+1
| +10% | +$115 | ﹤0.01% | 2348 |
|
|
2024
Q4 | $1.1K | Buy |
+10
| New | +$1.1K | ﹤0.01% | 2349 |
|
|
2023
Q3 | – | Sell |
-600
| Closed | -$37.7K | – | 2406 |
|
|
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% | -$3.64K | ﹤0.01% | 1352 |
|
|
2022
Q3 | $25K | Buy |
704
+451
| +178% | +$16K | ﹤0.01% | 1235 |
|
|
2022
Q2 | $12K | Hold |
253
| – | – | ﹤0.01% | 1853 |
|
|
2022
Q1 | $20K | Sell |
253
-17
| -6% | -$1.34K | ﹤0.01% | 1810 |
|
|
2021
Q4 | $35K | Sell |
270
-46
| -15% | -$5.96K | ﹤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 | +$34K | ﹤0.01% | 1917 |
|