IFP Advisors’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 | – | Sell |
-8
| Closed | -$585 | – | 2745 |
|
|
2025
Q1 | $585 | Hold |
8
| – | – | ﹤0.01% | 3425 |
|
|
2024
Q4 | $679 | Buy |
+8
| New | +$679 | ﹤0.01% | 3353 |
|
|
2022
Q4 | – | Sell |
-4
| Closed | -$11K | – | 4689 |
|
|
2022
Q3 | $11K | Hold |
4
| – | – | ﹤0.01% | 3575 |
|
|
2022
Q2 | $11K | Hold |
4
| – | – | ﹤0.01% | 3323 |
|
|
2022
Q1 | $11K | Buy |
+4
| New | +$11K | ﹤0.01% | 3323 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3837 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3573 |
|
|
2021
Q1 | – | Sell |
-33
| Closed | -$1K | – | 3484 |
|
|
2020
Q4 | $1K | Sell |
33
-25
| -43% | -$758 | ﹤0.01% | 2730 |
|
|
2020
Q3 | $1K | Hold |
58
| – | – | ﹤0.01% | 2607 |
|
|
2020
Q2 | $1K | Hold |
58
| – | – | ﹤0.01% | 2509 |
|
|
2020
Q1 | $1K | Hold |
58
| – | – | ﹤0.01% | 2493 |
|
|
2019
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 2499 |
|
|
2019
Q3 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 2678 |
|
|
2019
Q1 | – | Sell |
-2,000
| Closed | -$30K | – | 2747 |
|
|
2018
Q4 | $30K | Buy |
2,000
+658
| +49% | +$9.87K | ﹤0.01% | 1878 |
|
|
2018
Q3 | $31K | Hold |
1,342
| – | – | ﹤0.01% | 2163 |
|
|
2018
Q2 | $36K | Buy |
1,342
+1,082
| +416% | +$29K | ﹤0.01% | 2091 |
|
|
2018
Q1 | $10K | Hold |
260
| – | – | ﹤0.01% | 2783 |
|
|
2017
Q4 | $10K | Sell |
260
-1,342
| -84% | -$51.6K | ﹤0.01% | 2779 |
|
|
2017
Q3 | $57K | Hold |
1,602
| – | – | ﹤0.01% | 1901 |
|
|
2017
Q2 | $45K | Hold |
1,602
| – | – | ﹤0.01% | 2020 |
|
|
2017
Q1 | $56K | Buy |
1,602
+260
| +19% | +$9.09K | ﹤0.01% | 1838 |
|
|
2016
Q4 | $39K | Buy |
+1,342
| New | +$39K | ﹤0.01% | 2010 |
|