Carson Wealth (CWM LLC)’s GMS Inc GMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,052
| Closed | -$114K | – | 5376 |
|
|
2025
Q2 | $114K | Buy |
1,052
+516
| +96% | +$39.9K | ﹤0.01% | 2598 |
|
|
2025
Q1 | $39K | Sell |
536
-73
| -12% | -$5.82K | ﹤0.01% | 3182 |
|
|
2024
Q4 | $52K | Buy |
609
+168
| +38% | +$15.8K | ﹤0.01% | 2764 |
|
|
2024
Q3 | $40K | Buy |
441
+178
| +68% | +$15.7K | ﹤0.01% | 2867 |
|
|
2024
Q2 | $21K | Buy |
263
+44
| +20% | +$4.06K | ﹤0.01% | 3075 |
|
|
2024
Q1 | $21K | Buy |
219
+4
| +2% | +$350 | ﹤0.01% | 2870 |
|
|
2023
Q4 | $18K | Sell |
215
-61
| -22% | -$4.08K | ﹤0.01% | 2832 |
|
|
2023
Q3 | $18K | Buy |
276
+47
| +21% | +$3.26K | ﹤0.01% | 2742 |
|
|
2023
Q2 | $16K | Hold |
229
| – | – | ﹤0.01% | 2780 |
|
|
2023
Q1 | $13K | Buy |
229
+3
| +1% | +$170 | ﹤0.01% | 2786 |
|
|
2022
Q4 | $11K | Buy |
226
+59
| +35% | +$2.83K | ﹤0.01% | 2748 |
|
|
2022
Q3 | $7K | Buy |
167
+28
| +20% | +$1.34K | ﹤0.01% | 2894 |
|
|
2022
Q2 | $6K | Buy |
139
+59
| +74% | +$2.8K | ﹤0.01% | 2883 |
|
|
2022
Q1 | $4K | Buy |
80
+7
| +10% | +$368 | ﹤0.01% | 2925 |
|
|
2021
Q4 | $4K | Buy |
+73
| New | +$3.94K | ﹤0.01% | 2827 |
|
|
2019
Q1 | – | Sell |
-297
| Closed | -$4K | – | 3075 |
|
|
2018
Q4 | $4K | Buy |
+297
| New | +$5.21K | ﹤0.01% | 1590 |
|
Other funds holding GMS
Carson Wealth (CWM LLC)'s GMS Position: Q3 2025 in Review
Carson Wealth (CWM LLC) sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 1,052 shares — an estimated $114K sold.
Carson Wealth (CWM LLC) first reported a position in GMS in Q4 2018 and held it in 16 quarters. The position peaked at $114K in Q2 2025. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.
- Carson Wealth (CWM LLC) reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 1,052 GMS Inc shares in Q3 2025, an estimated $114K.
- Carson Wealth (CWM LLC) first reported a position in GMS Inc in Q4 2018 and held it in 16 quarters.
- Carson Wealth (CWM LLC)'s GMS Inc position peaked at $114K in Q2 2025.
- 3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.