State of Wyoming’s Goosehead Insurance GSHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,323
Closed -$76K 1779
2024
Q2
$76K Sell
1,323
-786
-37% -$45.1K 0.01% 1183
2024
Q1
$141K Sell
2,109
-2,090
-50% -$139K 0.02% 801
2023
Q4
$318K Buy
4,199
+920
+28% +$69.7K 0.06% 280
2023
Q3
$244K Buy
3,279
+241
+8% +$18K 0.05% 327
2023
Q2
$191K Buy
+3,038
New +$191K 0.06% 408
2022
Q2
Sell
-8
Closed -$1K 1983
2022
Q1
$1K Buy
8
+2
+33% +$250 ﹤0.01% 1741
2021
Q4
$1K Hold
6
﹤0.01% 1810
2021
Q3
$1K Sell
6
-4
-40% -$667 ﹤0.01% 1181
2021
Q2
$1K Buy
10
+7
+233% +$700 ﹤0.01% 1134
2021
Q1
$0 Buy
+3
New ﹤0.01% 520