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 |
|