Verdence Capital Advisors’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 | $946K | Buy |
8,967
+1,428
| +19% | +$151K | 0.06% | 272 |
|
|
2025
Q1 | $890K | Sell |
7,539
-524
| -6% | -$61.9K | 0.07% | 264 |
|
|
2024
Q4 | $865K | Sell |
8,063
-810
| -9% | -$86.8K | 0.07% | 269 |
|
|
2024
Q3 | $792K | Sell |
8,873
-918
| -9% | -$82K | 0.06% | 293 |
|
|
2024
Q2 | $562K | Buy |
9,791
+1,333
| +16% | +$76.6K | 0.05% | 330 |
|
|
2024
Q1 | $563K | Buy |
8,458
+2,929
| +53% | +$195K | 0.05% | 333 |
|
|
2023
Q4 | $419K | Buy |
5,529
+242
| +5% | +$18.3K | 0.04% | 372 |
|
|
2023
Q3 | $394K | Buy |
5,287
+369
| +8% | +$27.5K | 0.04% | 368 |
|
|
2023
Q2 | $309K | Sell |
4,918
-600
| -11% | -$37.7K | 0.04% | 409 |
|
|
2023
Q1 | $288K | Buy |
+5,518
| New | +$288K | 0.03% | 430 |
|