Zurich Cantonal Bank’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $244K | Hold |
5,727
| – | – | ﹤0.01% | 2179 |
|
|
2025
Q4 | $422K | Hold |
5,727
| – | – | ﹤0.01% | 1884 |
|
|
2025
Q3 | $426K | Buy |
5,727
+1,977
| +53% | +$174K | ﹤0.01% | 1830 |
|
|
2025
Q2 | $396K | Hold |
3,750
| – | – | ﹤0.01% | 1798 |
|
|
2025
Q1 | $443K | Hold |
3,750
| – | – | ﹤0.01% | 1670 |
|
|
2024
Q4 | $402K | Sell |
3,750
-391
| -9% | -$42.7K | ﹤0.01% | 1760 |
|
|
2024
Q3 | $370K | Buy |
4,141
+714
| +21% | +$56.5K | ﹤0.01% | 1740 |
|
|
2024
Q2 | $197K | Hold |
3,427
| – | – | ﹤0.01% | 2044 |
|
|
2024
Q1 | $228K | Sell |
3,427
-518
| -13% | -$39.6K | ﹤0.01% | 1984 |
|
|
2023
Q4 | $299K | Buy |
3,945
+26
| +0.7% | +$1.88K | ﹤0.01% | 1839 |
|
|
2023
Q3 | $292K | Buy |
3,919
+1,584
| +68% | +$106K | ﹤0.01% | 1721 |
|
|
2023
Q2 | $147K | Hold |
2,335
| – | – | ﹤0.01% | 2123 |
|
|
2023
Q1 | $122K | Hold |
2,335
| – | – | ﹤0.01% | 2177 |
|
|
2022
Q4 | $80.2K | Hold |
2,335
| – | – | ﹤0.01% | 2408 |
|
|
2022
Q3 | $83K | Hold |
2,335
| – | – | ﹤0.01% | 2357 |
|
|
2022
Q2 | $107K | Hold |
2,335
| – | – | ﹤0.01% | 2180 |
|
|
2022
Q1 | $183K | Hold |
2,335
| – | – | ﹤0.01% | 1946 |
|
|
2021
Q4 | $304K | Buy |
2,335
+398
| +21% | +$57.1K | ﹤0.01% | 1802 |
|
|
2021
Q3 | $295K | Hold |
1,937
| – | – | ﹤0.01% | 1658 |
|
|
2021
Q2 | $247K | Hold |
1,937
| – | – | ﹤0.01% | 1674 |
|
|
2021
Q1 | $208K | Hold |
1,937
| – | – | ﹤0.01% | 1752 |
|
|
2020
Q4 | $242K | Hold |
1,937
| – | – | ﹤0.01% | 1713 |
|
|
2020
Q3 | $168K | Buy |
1,937
+887
| +84% | +$80.8K | ﹤0.01% | 1730 |
|
|
2020
Q2 | $79K | Buy |
1,050
+522
| +99% | +$30.2K | ﹤0.01% | 2053 |
|
|
2020
Q1 | $24K | Buy |
+528
| New | +$26.1K | ﹤0.01% | 2279 |
|
Other funds holding GSHD
WA
DCP
VPM
VCM
LEP