UBS AM’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 | $8.6M | Buy |
81,531
+23,136
| +40% | +$2.44M | ﹤0.01% | 1438 |
|
|
2025
Q1 | $6.89M | Buy |
58,395
+3,218
| +6% | +$380K | ﹤0.01% | 1405 |
|
|
2024
Q4 | $5.92M | Buy |
55,177
+11,654
| +27% | +$1.25M | ﹤0.01% | 1518 |
|
|
2024
Q3 | $3.89M | Sell |
43,523
-5,802
| -12% | -$518K | ﹤0.01% | 1706 |
|
|
2024
Q2 | $2.83M | Buy |
49,325
+22,867
| +86% | +$1.31M | ﹤0.01% | 1808 |
|
|
2024
Q1 | $1.76M | Hold |
26,458
| – | – | ﹤0.01% | 1749 |
|
|
2023
Q4 | $2.01M | Hold |
26,458
| – | – | ﹤0.01% | 1687 |
|
|
2023
Q3 | $1.97M | Buy |
26,458
+6,002
| +29% | +$447K | ﹤0.01% | 1634 |
|
|
2023
Q2 | $1.07M | Hold |
20,456
| – | – | ﹤0.01% | 1973 |
|
|
2023
Q1 | $1.07M | Buy |
20,456
+1,643
| +9% | +$85.8K | ﹤0.01% | 1973 |
|
|
2022
Q4 | $646K | Hold |
18,813
| – | – | ﹤0.01% | 2065 |
|
|
2022
Q3 | $670K | Hold |
18,813
| – | – | ﹤0.01% | 2194 |
|
|
2022
Q2 | $859K | Sell |
18,813
-3,559
| -16% | -$163K | ﹤0.01% | 2050 |
|
|
2022
Q1 | $1.76M | Hold |
22,372
| – | – | ﹤0.01% | 1857 |
|
|
2021
Q4 | $2.91M | Buy |
22,372
+663
| +3% | +$86.2K | ﹤0.01% | 1690 |
|
|
2021
Q3 | $3.31M | Sell |
21,709
-685
| -3% | -$104K | ﹤0.01% | 1572 |
|
|
2021
Q2 | $2.85M | Buy |
22,394
+4,955
| +28% | +$631K | ﹤0.01% | 1690 |
|
|
2021
Q1 | $1.87M | Buy |
17,439
+1,044
| +6% | +$112K | ﹤0.01% | 1772 |
|
|
2020
Q4 | $2.05M | Buy |
16,395
+4,095
| +33% | +$511K | ﹤0.01% | 1674 |
|
|
2020
Q3 | $1.07M | Buy |
12,300
+1,900
| +18% | +$165K | ﹤0.01% | 1824 |
|
|
2020
Q2 | $782K | Buy |
+10,400
| New | +$782K | ﹤0.01% | 1908 |
|