Creative Planning’s GMS Inc GMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
16,068
+2,208
| +16% | +$240K | ﹤0.01% | 1421 |
|
|
2025
Q1 | $1.01M | Buy |
13,860
+6,207
| +81% | +$454K | ﹤0.01% | 1700 |
|
|
2024
Q4 | $649K | Buy |
7,653
+714
| +10% | +$60.6K | ﹤0.01% | 1983 |
|
|
2024
Q3 | $628K | Buy |
6,939
+1,218
| +21% | +$110K | ﹤0.01% | 1908 |
|
|
2024
Q2 | $461K | Buy |
5,721
+653
| +13% | +$52.6K | ﹤0.01% | 1998 |
|
|
2024
Q1 | $493K | Buy |
5,068
+447
| +10% | +$43.5K | ﹤0.01% | 1853 |
|
|
2023
Q4 | $381K | Buy |
4,621
+442
| +11% | +$36.4K | ﹤0.01% | 1907 |
|
|
2023
Q3 | $267K | Sell |
4,179
-284
| -6% | -$18.2K | ﹤0.01% | 2027 |
|
|
2023
Q2 | $309K | Buy |
4,463
+881
| +25% | +$61K | ﹤0.01% | 1884 |
|
|
2023
Q1 | $207K | Buy |
+3,582
| New | +$207K | ﹤0.01% | 2100 |
|