Wallace Advisory Group’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
$323K Buy
2,737
+40
+1% +$4.72K 0.23% 125
2025
Q1
$289K Sell
2,697
-35
-1% -$3.75K 0.2% 149
2024
Q4
$244K Buy
+2,732
New +$244K 0.17% 155