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Wakefield Asset Management’s Goosehead Insurance GSHD Stock Holding History

Wakefield Asset Management’s Portfolio GSHD Stock Details GSHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,730
Closed -$1.04M – 158
2023
Q4 		$1.04M Buy
13,730
+1,362
+11% +$103K 0.39% 68
2023
Q3 		$922K Buy
+12,368
New +$922K 0.42% 64