Cwm, LLC Goosehead Insurance, Inc. Transaction History

Cwm, LLC

$25.1 Billion
Q1 2025

A detailed history of Cwm, LLC transactions in Goosehead Insurance, Inc. stock. As of the latest transaction made, Cwm, LLC holds 271 shares of GSHD stock, worth $30,143. This represents 0.0% of its overall portfolio holdings.

Number of Shares

271

Previous 261 3.83%

Holding current value

$30,143

Previous $28,000 14.29%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$98.59 - $123.84 $985 - $1,238	10 Added 3.83%	271 $32,000
Q4 2024 Feb 04, 2025	SELL	$87.63 - $129.69 $2,891 - $4,279	-33 Reduced 11.22%	261 $28,000
Q3 2024 Oct 08, 2024	SELL	$55.77 - $90.46 $501 - $814	-9 Reduced 2.97%	294 $26,000
Q2 2024 Jul 09, 2024	SELL	$53.16 - $68.87 $1.21 Million - $1.57 Million	-22,757 Reduced 98.69%	303 $17,000
Q1 2024 Apr 05, 2024	SELL	$62.94 - $91.79 $478,155 - $697,328	-7,597 Reduced 24.78%	23,060 $1.54 Million
Q4 2023 Feb 01, 2024	SELL	$64.87 - $78.6 $85,498 - $103,594	-1,318 Reduced 4.12%	30,657 $2.32 Million
Q3 2023 Oct 11, 2023	BUY	$58.46 - $78.47 $1.85 Million - $2.49 Million	31,723 Added 12588.49%	31,975 $2.38 Million
Q1 2023 Apr 28, 2023	BUY	$31.95 - $54.0 $1,118 - $1,890	35 Added 16.13%	252 $13,000
Q4 2022 Feb 01, 2023	SELL	$29.42 - $41.26 $3,236 - $4,538	-110 Reduced 33.64%	217 $7,000
Q3 2022 Oct 27, 2022	BUY	$35.64 - $70.74 $4,455 - $8,842	125 Added 61.88%	327 $12,000
Q2 2022 Jul 28, 2022	SELL	$39.49 - $79.45 $1,224 - $2,462	-31 Reduced 13.3%	202 $9,000
Q1 2022 Apr 21, 2022	BUY	$64.2 - $130.22 $14,188 - $28,778	221 Added 1841.67%	233 $18,000
Q4 2021 Jan 31, 2022	BUY	$122.51 - $177.3 $1,470 - $2,127	12 New	12 $2,000

Others Institutions Holding GSHD

# of Institutions

302

Shares Held

26.3M

Call Options Held

52.5K

Put Options Held

27.6K

View Full List

About Goosehead Insurance, Inc.

Ticker GSHD
Exchange NASDAQ
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 21,147,300
Market Cap $2.35B
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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