Toth Financial Advisory’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,933
| Closed | -$1.13M | – | 739 |
|
|
2023
Q4 | $1.13M | Buy |
14,933
+1,068
| +8% | +$81K | 0.15% | 110 |
|
|
2023
Q3 | $1.03M | Hold |
13,865
| – | – | 0.16% | 118 |
|
|
2023
Q2 | $872K | Buy |
+13,865
| New | +$872K | 0.13% | 123 |
|
|
2019
Q4 | – | Sell |
-1,400
| Closed | -$69K | – | 487 |
|
|
2019
Q3 | $69K | Sell |
1,400
-7,500
| -84% | -$370K | 0.02% | 208 |
|
|
2019
Q2 | $425K | Buy |
+8,900
| New | +$425K | 0.1% | 113 |
|