Winton 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
$1.81M Buy
17,110
+6,208
+57% +$655K 0.09% 267
2025
Q1
$1.29M Sell
10,902
-251
-2% -$29.6K 0.08% 249
2024
Q4
$1.2M Sell
11,153
-2,419
-18% -$259K 0.08% 232
2024
Q3
$1.21M Sell
13,572
-2,410
-15% -$215K 0.08% 198
2024
Q2
$918K Buy
15,982
+2,937
+23% +$169K 0.06% 301
2024
Q1
$869K Buy
13,045
+8,801
+207% +$586K 0.06% 346
2023
Q4
$322K Buy
4,244
+157
+4% +$11.9K 0.02% 518
2023
Q3
$305K Buy
+4,087
New +$305K 0.03% 542
2023
Q2
Sell
-9,311
Closed -$486K 908
2023
Q1
$486K Buy
9,311
+975
+12% +$50.9K 0.03% 689
2022
Q4
$286K Buy
8,336
+389
+5% +$13.4K 0.02% 794
2022
Q3
$283K Sell
7,947
-1,380
-15% -$49.1K 0.02% 815
2022
Q2
$426K Sell
9,327
-1,827
-16% -$83.4K 0.02% 732
2022
Q1
$876K Buy
11,154
+8,480
+317% +$666K 0.05% 512
2021
Q4
$348K Sell
2,674
-5,343
-67% -$695K 0.02% 783
2021
Q3
$1.22M Sell
8,017
-1,234
-13% -$188K 0.07% 400
2021
Q2
$1.18M Sell
9,251
-478
-5% -$60.9K 0.06% 438
2021
Q1
$1.04M Sell
9,729
-3,047
-24% -$327K 0.06% 436
2020
Q4
$1.59M Sell
12,776
-30,745
-71% -$3.84M 0.12% 188
2020
Q3
$3.77M Buy
+43,521
New +$3.77M 0.12% 229
2019
Q3
Sell
-7,452
Closed -$356K 1594
2019
Q2
$356K Sell
7,452
-3,665
-33% -$175K 0.01% 819
2019
Q1
$310K Buy
+11,117
New +$310K 0.01% 792