Wells Fargo’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 | $20.3M | Buy |
192,624
+5,873
| +3% | +$620K | ﹤0.01% | 1274 |
|
|
2025
Q1 | $22M | Buy |
186,751
+5,012
| +3% | +$592K | 0.01% | 1158 |
|
|
2024
Q4 | $19.5M | Buy |
181,739
+452
| +0.2% | +$48.5K | ﹤0.01% | 1213 |
|
|
2024
Q3 | $16.2M | Sell |
181,287
-4,037
| -2% | -$361K | ﹤0.01% | 1323 |
|
|
2024
Q2 | $10.6M | Buy |
185,324
+41,802
| +29% | +$2.4M | ﹤0.01% | 1544 |
|
|
2024
Q1 | $9.56M | Sell |
143,522
-831
| -0.6% | -$55.4K | ﹤0.01% | 1616 |
|
|
2023
Q4 | $10.9M | Buy |
144,353
+3,864
| +3% | +$293K | ﹤0.01% | 1487 |
|
|
2023
Q3 | $10.5M | Sell |
140,489
-10,898
| -7% | -$812K | ﹤0.01% | 1444 |
|
|
2023
Q2 | $9.52M | Buy |
151,387
+7,653
| +5% | +$481K | ﹤0.01% | 1559 |
|
|
2023
Q1 | $7.5M | Buy |
143,734
+14,510
| +11% | +$757K | ﹤0.01% | 1704 |
|
|
2022
Q4 | $4.44M | Sell |
129,224
-23,726
| -16% | -$815K | ﹤0.01% | 2047 |
|
|
2022
Q3 | $5.45M | Buy |
152,950
+90,776
| +146% | +$3.24M | ﹤0.01% | 1838 |
|
|
2022
Q2 | $2.84M | Sell |
62,174
-140,613
| -69% | -$6.42M | ﹤0.01% | 2389 |
|
|
2022
Q1 | $15.9M | Sell |
202,787
-33,182
| -14% | -$2.61M | ﹤0.01% | 1414 |
|
|
2021
Q4 | $30.7M | Sell |
235,969
-837,547
| -78% | -$109M | 0.01% | 1011 |
|
|
2021
Q3 | $163M | Buy |
1,073,516
+272,687
| +34% | +$41.5M | 0.04% | 449 |
|
|
2021
Q2 | $102M | Buy |
800,829
+415,991
| +108% | +$53M | 0.02% | 656 |
|
|
2021
Q1 | $41.2M | Buy |
384,838
+85,178
| +28% | +$9.13M | 0.01% | 1130 |
|
|
2020
Q4 | $37.4M | Sell |
299,660
-4,133
| -1% | -$516K | 0.01% | 1141 |
|
|
2020
Q3 | $26.3M | Sell |
303,793
-35,618
| -10% | -$3.08M | 0.01% | 1226 |
|
|
2020
Q2 | $25.5M | Buy |
339,411
+46,834
| +16% | +$3.52M | 0.01% | 1205 |
|
|
2020
Q1 | $13.1M | Buy |
292,577
+57,119
| +24% | +$2.55M | ﹤0.01% | 1489 |
|
|
2019
Q4 | $9.98M | Buy |
235,458
+103,655
| +79% | +$4.39M | ﹤0.01% | 1960 |
|
|
2019
Q3 | $6.5M | Sell |
131,803
-19,898
| -13% | -$982K | ﹤0.01% | 2303 |
|
|
2019
Q2 | $7.25M | Buy |
151,701
+10,415
| +7% | +$498K | ﹤0.01% | 2219 |
|
|
2019
Q1 | $3.94M | Buy |
141,286
+125,884
| +817% | +$3.51M | ﹤0.01% | 2757 |
|
|
2018
Q4 | $405K | Buy |
15,402
+9,498
| +161% | +$250K | ﹤0.01% | 4329 |
|
|
2018
Q3 | $199K | Buy |
5,904
+4,710
| +394% | +$159K | ﹤0.01% | 4827 |
|
|
2018
Q2 | $30K | Buy |
+1,194
| New | +$30K | ﹤0.01% | 5432 |
|