Vident Advisory’s Goosehead Insurance GSHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-21,230
Closed -$1.9M 1490
2024
Q3
$1.9M Buy
21,230
+6,275
+42% +$560K 0.05% 403
2024
Q2
$859K Buy
14,955
+6,646
+80% +$382K 0.02% 649
2024
Q1
$554K Buy
8,309
+1,698
+26% +$113K 0.01% 783
2023
Q4
$501K Buy
+6,611
New +$501K 0.01% 776