Wolff Wiese Magana’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 | $59.6K | Sell |
565
-3
| -0.5% | -$317 | 0.04% | 189 |
|
|
2025
Q1 | $67.1K | Hold |
568
| – | – | 0.05% | 168 |
|
|
2024
Q4 | $60.9K | Hold |
568
| – | – | 0.04% | 178 |
|
|
2024
Q3 | $50.7K | Hold |
568
| – | – | 0.03% | 189 |
|
|
2024
Q2 | $32.6K | Sell |
568
-6,320
| -92% | -$363K | 0.03% | 201 |
|
|
2024
Q1 | $459K | Buy |
6,888
+13
| +0.2% | +$866 | 0.4% | 58 |
|
|
2023
Q4 | $521K | Sell |
6,875
-1,864
| -21% | -$141K | 0.5% | 53 |
|
|
2023
Q3 | $651K | Sell |
8,739
-134
| -2% | -$9.99K | 0.53% | 58 |
|
|
2023
Q2 | $558K | Hold |
8,873
| – | – | 0.43% | 60 |
|
|
2023
Q1 | $463K | Buy |
8,873
+164
| +2% | +$8.56K | 0.38% | 65 |
|
|
2022
Q4 | $299K | Sell |
8,709
-1,257
| -13% | -$43.2K | 0.26% | 77 |
|
|
2022
Q3 | $356K | Buy |
9,966
+1,821
| +22% | +$65K | 0.29% | 74 |
|
|
2022
Q2 | $372K | Sell |
8,145
-2,109
| -21% | -$96.3K | 0.27% | 75 |
|
|
2022
Q1 | $805K | Buy |
10,254
+559
| +6% | +$43.9K | 0.54% | 48 |
|
|
2021
Q4 | $1.26M | Sell |
9,695
-274
| -3% | -$35.6K | 0.81% | 36 |
|
|
2021
Q3 | $1.52M | Buy |
9,969
+169
| +2% | +$25.7K | 1.07% | 21 |
|
|
2021
Q2 | $1.25M | Buy |
9,800
+1,320
| +16% | +$168K | 0.89% | 32 |
|
|
2021
Q1 | $909K | Buy |
8,480
+359
| +4% | +$38.5K | 0.71% | 44 |
|
|
2020
Q4 | $1.01M | Buy |
+8,121
| New | +$1.01M | 0.85% | 37 |
|