UBS Group’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.85M | Sell |
90,152
-65,867
| -42% | -$3.68M | ﹤0.01% | 4340 |
|
|
2025
Q4 | $11.5M | Buy |
156,019
+32,920
| +27% | +$2.35M | ﹤0.01% | 3146 |
|
|
2025
Q3 | $9.16M | Buy |
123,099
+13,326
| +12% | +$1.17M | ﹤0.01% | 3394 |
|
|
2025
Q2 | $11.6M | Sell |
109,773
-177,768
| -62% | -$18.8M | ﹤0.01% | 2927 |
|
|
2025
Q1 | $33.9M | Buy |
287,541
+221,725
| +337% | +$24.9M | 0.01% | 1834 |
|
|
2024
Q4 | $7.06M | Buy |
65,816
+13,934
| +27% | +$1.52M | ﹤0.01% | 3454 |
|
|
2024
Q3 | $4.63M | Buy |
51,882
+43,965
| +555% | +$3.48M | ﹤0.01% | 3154 |
|
|
2024
Q2 | $455K | Sell |
7,917
-34,691
| -81% | -$2.08M | ﹤0.01% | 5069 |
|
|
2024
Q1 | $2.84M | Buy |
42,608
+11,445
| +37% | +$875K | ﹤0.01% | 3592 |
|
|
2023
Q4 | $2.36M | Buy |
31,163
+21,881
| +236% | +$1.58M | ﹤0.01% | 3629 |
|
|
2023
Q3 | $692K | Sell |
9,282
-12,650
| -58% | -$849K | ﹤0.01% | 4399 |
|
|
2023
Q2 | $1.38M | Buy |
21,932
+14,172
| +183% | +$815K | ﹤0.01% | 3919 |
|
|
2023
Q1 | $405K | Buy |
7,760
+5,106
| +192% | +$222K | ﹤0.01% | 4855 |
|
|
2022
Q4 | $91.1K | Buy |
2,654
+587
| +28% | +$22K | ﹤0.01% | 6195 |
|
|
2022
Q3 | $74K | Buy |
2,067
+1,981
| +2,303% | +$103K | ﹤0.01% | 5983 |
|
|
2022
Q2 | $4K | Sell |
86
-2,701
| -97% | -$147K | ﹤0.01% | 9070 |
|
|
2022
Q1 | $219K | Sell |
2,787
-3,141
| -53% | -$279K | ﹤0.01% | 5281 |
|
|
2021
Q4 | $772K | Buy |
5,928
+2,019
| +52% | +$290K | ﹤0.01% | 4615 |
|
|
2021
Q3 | $595K | Buy |
3,909
+302
| +8% | +$40.7K | ﹤0.01% | 4609 |
|
|
2021
Q2 | $459K | Sell |
3,607
-798
| -18% | -$81.3K | ﹤0.01% | 4793 |
|
|
2021
Q1 | $472K | Buy |
4,405
+574
| +15% | +$77.7K | ﹤0.01% | 4915 |
|
|
2020
Q4 | $478K | Buy |
3,831
+3,467
| +952% | +$396K | ﹤0.01% | 4634 |
|
|
2020
Q3 | $32K | Buy |
364
+181
| +99% | +$16.5K | ﹤0.01% | 5948 |
|
|
2020
Q2 | $14K | Sell |
183
-12,718
| -99% | -$737K | ﹤0.01% | 6786 |
|
|
2020
Q1 | $576K | Sell |
12,901
-236
| -2% | -$11.7K | ﹤0.01% | 3828 |
|
|
2019
Q4 | $557K | Buy |
13,137
+9,246
| +238% | +$409K | ﹤0.01% | 4744 |
|
|
2019
Q3 | $192K | Buy |
3,891
+1,654
| +74% | +$76K | ﹤0.01% | 5274 |
|
|
2019
Q2 | $107K | Buy |
2,237
+1,937
| +646% | +$67.5K | ﹤0.01% | 5328 |
|
|
2019
Q1 | $8K | Sell |
300
-4,339
| -94% | -$124K | ﹤0.01% | 6937 |
|
|
2018
Q4 | $122K | Buy |
4,639
+510
| +12% | +$14.2K | ﹤0.01% | 5364 |
|
|
2018
Q3 | $140K | Buy |
4,129
+2,986
| +261% | +$86.6K | ﹤0.01% | 5313 |
|
|
2018
Q2 | $29K | Buy |
+1,143
| New | +$22.1K | ﹤0.01% | 6410 |
|
Other funds holding GSHD
WA
DCP
VPM
VCM
LEP