Venturi Wealth Management’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-45
| Closed | -$4.83K | – | 1101 |
|
|
2024
Q4 | $4.83K | Hold |
45
| – | – | ﹤0.01% | 1682 |
|
|
2024
Q3 | $4.02K | Hold |
45
| – | – | ﹤0.01% | 1541 |
|
|
2024
Q2 | $2.59K | Buy |
45
+13
| +41% | +$747 | ﹤0.01% | 1332 |
|
|
2024
Q1 | $2.13K | Hold |
32
| – | – | ﹤0.01% | 1242 |
|
|
2023
Q4 | $2.43K | Hold |
32
| – | – | ﹤0.01% | 1171 |
|
|
2023
Q3 | $2.39K | Hold |
32
| – | – | ﹤0.01% | 1130 |
|
|
2023
Q2 | $2.01K | Hold |
32
| – | – | ﹤0.01% | 920 |
|
|
2023
Q1 | $1.67K | Buy |
+32
| New | +$1.67K | ﹤0.01% | 1043 |
|