Dan Polen - Polen Capital Management
Holding/activity history for Goosehead Insurance Inc. (GSHD)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | 0 | 0.00 | Sell 100.00% | 0.01 | SEC | ||
| 2025 Q2 | 16,369 | 0.01 | Reduce 73.30% | 0.01 | $105.51 | $1,727,093 | SEC |
| 2025 Q1 | 61,317 | 0.02 | Reduce 27.27% | <0.01 | $118.06 | $7,239,086 | SEC |
| 2024 Q4 | 84,310 | 0.02 | Reduce 20.36% | <0.01 | $107.22 | $9,039,681 | SEC |
| 2024 Q3 | 105,858 | 0.02 | Reduce 17.97% | <0.01 | $89.30 | $9,453,086 | SEC |
| 2024 Q2 | 129,053 | 0.02 | Reduce 2.23% | <0.01 | $57.44 | $7,412,778 | SEC |
| 2024 Q1 | 132,002 | 0.02 | Reduce 13.14% | 0.03 | $66.62 | $8,793,991 | SEC |
| 2023 Q4 | 151,971 | 0.20 | Reduce 31.51% | 0.01 | $533.14 | $81,021,086 | SEC |
| 2023 Q3 | 221,873 | 0.04 | Reduce 3.58% | <0.01 | $74.53 | $16,536,221 | SEC |
| 2023 Q2 | 230,102 | 0.04 | Reduce 20.86% | <0.01 | $62.89 | $14,471,098 | SEC |
| 2023 Q1 | 290,768 | 0.04 | Reduce 0.75% | <0.01 | $52.20 | $15,178,090 | SEC |
| 2022 Q4 | 292,967 | 0.03 | Reduce 6.51% | <0.01 | $34.34 | $10,060,487 | SEC |
| 2022 Q3 | 313,367 | 0.03 | Add 34.96% | <0.01 | $35.64 | $11,168,000 | SEC |
| 2022 Q2 | 232,196 | 0.03 | Add 7.49% | <0.01 | $45.67 | $10,604,000 | SEC |
| 2022 Q1 | 216,022 | 0.03 | Add 17.94% | <0.01 | $78.57 | $16,973,000 | SEC |
| 2021 Q4 | 183,163 | 0.04 | Add 15.20% | <0.01 | $130.08 | $23,826,000 | SEC |
| 2021 Q3 | 158,994 | 0.04 | Add 8.54% | <0.01 | $152.29 | $24,213,000 | SEC |
| 2021 Q2 | 146,481 | 0.04 | Add 17.18% | <0.01 | $127.30 | $18,647,000 | SEC |
| 2021 Q1 | 125,010 | 0.03 | Add 61.44% | 0.01 | $107.18 | $13,399,000 | SEC |
| 2020 Q4 | 77,433 | 0.02 | Add 23.83% | <0.01 | $124.77 | $9,661,000 | SEC |
| 2020 Q3 | 62,534 | 0.01 | Buy | 0.01 | $86.59 | $5,415,000 | SEC |