A detailed history of York Bridge Wealth Partners, LLC transactions in Goosehead Insurance, Inc. stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 6,540 shares of GSHD stock, worth $778,783. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,540
Previous 7,523 13.07%
Holding current value
$778,783
Previous $268,000 16.42%
% of portfolio
0.06%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023

SELL
$29.42 - $41.26 $28,919 - $40,558
-983 Reduced 13.07%
6,540 $0
Q3 2022

Oct 18, 2022

BUY
$35.64 - $70.74 $73,560 - $146,007
2,064 Added 37.81%
7,523 $268,000
Q2 2022

Jul 15, 2022

BUY
$39.49 - $79.45 $24,878 - $50,053
630 Added 13.05%
5,459 $249,000
Q1 2022

Apr 15, 2022

BUY
$64.2 - $130.22 $144,578 - $293,255
2,252 Added 87.39%
4,829 $379,000
Q4 2021

Jan 19, 2022

BUY
$122.51 - $177.3 $60,887 - $88,118
497 Added 23.89%
2,577 $335,000
Q3 2021

Oct 22, 2021

BUY
$111.74 - $161.3 $232,419 - $335,504
2,080 New
2,080 $317,000

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 $2.52B
  • 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 York Bridge Wealth Partners, LLC Portfolio

Follow York Bridge Wealth Partners, 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 York Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.