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 |
|