UBS AM’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.56M | Sell |
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|
2025
Q2 | $8.6M | Buy |
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|
2025
Q1 | $6.89M | Buy |
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|
2024
Q4 | $5.92M | Buy |
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|
2024
Q3 | $3.89M | Sell |
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|
2024
Q2 | $2.83M | Buy |
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|
2024
Q1 | $1.76M | Hold |
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|
2023
Q4 | $2.01M | Hold |
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|
2023
Q3 | $1.97M | Buy |
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|
2023
Q2 | $1.07M | Hold |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $646K | Hold |
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|
2022
Q3 | $670K | Hold |
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|
2022
Q2 | $859K | Sell |
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|
2022
Q1 | $1.76M | Hold |
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|
2021
Q4 | $2.91M | Buy |
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|
2021
Q3 | $3.31M | Sell |
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|
2021
Q2 | $2.85M | Buy |
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|
2021
Q1 | $1.87M | Buy |
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|
2020
Q4 | $2.05M | Buy |
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|
2020
Q3 | $1.07M | Buy |
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|
2020
Q2 | $782K | Buy |
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