Y-Intercept (HK)’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
$482K Buy
4,571
+1,612
+54% +$170K 0.01% 1216
2025
Q1
$349K Buy
+2,959
New +$349K 0.02% 850
2023
Q3
Sell
-4,798
Closed -$302K 1248
2023
Q2
$302K Buy
+4,798
New +$302K 0.03% 762