UMB Bank’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 | $10K | Buy |
95
+8
| +9% | +$844 | ﹤0.01% | 1606 |
|
|
2025
Q1 | $10.3K | Buy |
87
+25
| +40% | +$2.95K | ﹤0.01% | 1540 |
|
|
2024
Q4 | $6.65K | Hold |
62
| – | – | ﹤0.01% | 1609 |
|
|
2024
Q3 | $5.54K | Buy |
62
+30
| +94% | +$2.68K | ﹤0.01% | 1695 |
|
|
2024
Q2 | $1.84K | Buy |
32
+22
| +220% | +$1.26K | ﹤0.01% | 1810 |
|
|
2024
Q1 | $666 | Buy |
+10
| New | +$666 | ﹤0.01% | 1908 |
|
|
2022
Q2 | – | Sell |
-27
| Closed | -$2K | – | 1947 |
|
|
2022
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1824 |
|