Baker Tilly Wealth Management, LLC Goosehead Insurance, Inc. Transaction History

Baker Tilly Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$62.94 - $91.79 $1,069 - $1,560	-17 Reduced 0.34%	4,983 $331,000
Q4 2023 Jan 10, 2024	BUY	$64.87 - $78.6 $38,208 - $46,295	589 Added 13.35%	5,000 $379,000
Q3 2023 Oct 10, 2023	SELL	$58.46 - $78.47 $69,801 - $93,693	-1,194 Reduced 21.3%	4,411 $328,000
Q2 2023 Jul 20, 2023	SELL	$50.12 - $62.89 $16,990 - $21,319	-339 Reduced 5.7%	5,605 $352,000
Q1 2023 Apr 12, 2023	SELL	$31.95 - $54.0 $20,128 - $34,020	-630 Reduced 9.58%	5,944 $310,000
Q4 2022 Jan 26, 2023	SELL	$29.42 - $41.26 $26,683 - $37,422	-907 Reduced 12.12%	6,574 $0
Q3 2022 Oct 20, 2022	BUY	$35.64 - $70.74 $266,622 - $529,205	7,481 New	7,481 $267,000
Q2 2022 Jul 28, 2022	SELL	$39.49 - $79.45 $118,470 - $238,350	-3,000 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$64.2 - $130.22 $122,814 - $249,110	-1,913 Reduced 38.94%	3,000 $236,000
Q4 2021 Feb 08, 2022	SELL	$122.51 - $177.3 $15,681 - $22,694	-128 Reduced 2.54%	4,913 $639,000
Q3 2021 Nov 02, 2021	BUY	$111.74 - $161.3 $53,858 - $77,746	482 Added 10.57%	5,041 $768,000
Q2 2021 Jul 30, 2021	BUY	$82.02 - $127.93 $19,602 - $30,575	239 Added 5.53%	4,559 $580,000
Q1 2021 Apr 28, 2021	BUY	$105.85 - $174.55 $86,373 - $142,432	816 Added 23.29%	4,320 $463,000
Q4 2020 Feb 03, 2021	BUY	$81.46 - $130.65 $285,435 - $457,797	3,504 New	3,504 $437,000

245

26.4M

105K

63.6K

Ticker GSHD
Exchange NASDAQ
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 21,147,300
Market Cap $2.13B
Description
Goosehead Insurance, Inc. operates as a holding company for Goosehead Financial, LLC that provides personal lines insurance agency services in the United States. The company operates in two segments, Corporate Channel and Franchise Channel. It offers homeowner's, insurance, automotive, dwelling property insurance, flood, wind, earthquake, excess...

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