Wasatch Advisors’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $91.8M | Sell |
1,892,453
-399,774
| -17% | -$16.5M | 0.6% | 56 |
|
|
2026
Q1 | $97.8M | Buy |
2,292,227
+559,087
| +32% | +$31.3M | 0.65% | 51 |
|
|
2025
Q4 | $128M | Sell |
1,733,140
-483,043
| -22% | -$34.4M | 0.76% | 47 |
|
|
2025
Q3 | $165M | Sell |
2,216,183
-59,186
| -3% | -$5.21M | 0.89% | 39 |
|
|
2025
Q2 | $240M | Buy |
2,275,369
+253,777
| +13% | +$26.9M | 1.26% | 23 |
|
|
2025
Q1 | $239M | Sell |
2,021,592
-276,810
| -12% | -$31.1M | 1.33% | 23 |
|
|
2024
Q4 | $246M | Sell |
2,298,402
-320,543
| -12% | -$35M | 1.22% | 26 |
|
|
2024
Q3 | $234M | Buy |
2,618,945
+138,571
| +6% | +$11M | 1.15% | 33 |
|
|
2024
Q2 | $142M | Buy |
2,480,374
+378,527
| +18% | +$22.7M | 0.76% | 48 |
|
|
2024
Q1 | $140M | Buy |
2,101,847
+308,312
| +17% | +$23.6M | 0.73% | 48 |
|
|
2023
Q4 | $136M | Sell |
1,793,535
-324,906
| -15% | -$23.5M | 0.75% | 49 |
|
|
2023
Q3 | $158M | Sell |
2,118,441
-360,461
| -15% | -$24.2M | 1% | 36 |
|
|
2023
Q2 | $156M | Sell |
2,478,902
-70,490
| -3% | -$4.05M | 0.94% | 42 |
|
|
2023
Q1 | $133M | Buy |
2,549,392
+4,100
| +0.2% | +$178K | 0.83% | 40 |
|
|
2022
Q4 | $87.4M | Sell |
2,545,292
-100,928
| -4% | -$3.78M | 0.59% | 54 |
|
|
2022
Q3 | $94.3M | Sell |
2,646,220
-361,700
| -12% | -$18.8M | 0.66% | 50 |
|
|
2022
Q2 | $137M | Buy |
3,007,920
+1,511,105
| +101% | +$82.5M | 0.87% | 41 |
|
|
2022
Q1 | $118M | Buy |
1,496,815
+351,769
| +31% | +$31.2M | 0.58% | 60 |
|
|
2021
Q4 | $149M | Buy |
1,145,046
+555,090
| +94% | +$79.6M | 0.61% | 55 |
|
|
2021
Q3 | $89.8M | Sell |
589,956
-154,454
| -21% | -$20.8M | 0.37% | 88 |
|
|
2021
Q2 | $94.8M | Buy |
744,410
+137,516
| +23% | +$14M | 0.38% | 82 |
|
|
2021
Q1 | $65M | Sell |
606,894
-103,866
| -15% | -$14.1M | 0.29% | 90 |
|
|
2020
Q4 | $88.7M | Sell |
710,760
-57,791
| -8% | -$6.61M | 0.44% | 75 |
|
|
2020
Q3 | $66.5M | Sell |
768,551
-108,816
| -12% | -$9.91M | 0.42% | 76 |
|
|
2020
Q2 | $65.9M | Sell |
877,367
-225,582
| -20% | -$13.1M | 0.48% | 72 |
|
|
2020
Q1 | $49.2M | Sell |
1,102,949
-2,880
| -0.3% | -$143K | 0.51% | 63 |
|
|
2019
Q4 | $46.9M | Buy |
1,105,829
+20,927
| +2% | +$926K | 0.38% | 76 |
|
|
2019
Q3 | $53.5M | Sell |
1,084,902
-402,981
| -27% | -$18.5M | 0.51% | 62 |
|
|
2019
Q2 | $71.1M | Sell |
1,487,883
-76,673
| -5% | -$2.67M | 0.69% | 54 |
|
|
2019
Q1 | $43.6M | Buy |
1,564,556
+268,202
| +21% | +$7.68M | 0.48% | 66 |
|
|
2018
Q4 | $34.1M | Buy |
1,296,354
+1,151,149
| +793% | +$32M | 0.45% | 65 |
|
|
2018
Q3 | $4.92M | Sell |
145,205
-36,443
| -20% | -$1.06M | 0.06% | 174 |
|
|
2018
Q2 | $4.53M | Buy |
+181,648
| New | +$3.51M | 0.05% | 169 |
|
Other funds holding GSHD
RP
CWP
GI
VCM
MPWT
WWM
FMP
APW
1IA