A detailed history of Precision Wealth Strategies, LLC transactions in Goosehead Insurance, Inc. stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 4,470 shares of GSHD stock, worth $546,144. This represents 0.46% of its overall portfolio holdings.

Number of Shares
4,470
Previous 4,371 2.26%
Holding current value
$546,144
Previous $251,000 58.96%
% of portfolio
0.46%
Previous 0.33%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$55.77 - $90.46 $5,521 - $8,955
99 Added 2.26%
4,470 $399,000
Q2 2024

Aug 05, 2024

SELL
$53.16 - $68.87 $10,685 - $13,842
-201 Reduced 4.4%
4,371 $251,000
Q1 2024

May 01, 2024

SELL
$62.94 - $91.79 $3,209 - $4,681
-51 Reduced 1.1%
4,572 $304,000
Q4 2023

Feb 02, 2024

BUY
$64.87 - $78.6 $6,162 - $7,466
95 Added 2.1%
4,623 $350,000
Q3 2023

Oct 31, 2023

BUY
$58.46 - $78.47 $264,706 - $355,312
4,528 New
4,528 $337,000
Q1 2022

May 04, 2022

SELL
$64.2 - $130.22 $160,821 - $326,201
-2,505 Closed
0 $0
Q4 2021

Jan 19, 2022

BUY
$122.51 - $177.3 $40,673 - $58,863
332 Added 15.28%
2,505 $326,000
Q3 2021

Nov 02, 2021

BUY
$111.74 - $161.3 $46,819 - $67,584
419 Added 23.89%
2,173 $331,000
Q2 2021

Jul 22, 2021

BUY
$82.02 - $127.93 $143,863 - $224,389
1,754 New
1,754 $223,000

Others Institutions Holding GSHD

About Goosehead Insurance, Inc.


  • Ticker GSHD
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 21,147,300
  • Market Cap $2.58B
  • 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...
More about GSHD
Track This Portfolio

Track Precision Wealth Strategies, LLC Portfolio

Follow Precision Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Precision Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precision Wealth Strategies, LLC with notifications on news.