IFP Advisors’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
Q4 | – | Sell |
-21
| Closed | -$2.32K | – | 4944 |
|
|
2025
Q3 | $2.32K | Buy |
+21
| New | +$2.3K | ﹤0.01% | 3643 |
|
|
2025
Q2 | – | Sell |
-8
| Closed | -$619 | – | 2745 |
|
|
2025
Q1 | $585 | Hold |
8
| – | – | ﹤0.01% | 3425 |
|
|
2024
Q4 | $679 | Buy |
+8
| New | +$752 | ﹤0.01% | 3353 |
|
|
2022
Q4 | – | Sell |
-4
| Closed | -$11K | – | 4689 |
|
|
2022
Q3 | $11K | Hold |
4
| – | – | ﹤0.01% | 3574 |
|
|
2022
Q2 | $11K | Hold |
4
| – | – | ﹤0.01% | 3322 |
|
|
2022
Q1 | $11K | Buy |
+4
| New | +$210 | ﹤0.01% | 3322 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3905 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3618 |
|
|
2021
Q1 | – | Sell |
-33
| Closed | -$1.18K | – | 3539 |
|
|
2020
Q4 | $1K | Sell |
33
-25
| -43% | -$697 | ﹤0.01% | 2758 |
|
|
2020
Q3 | $1K | Hold |
58
| – | – | ﹤0.01% | 2634 |
|
|
2020
Q2 | $1K | Hold |
58
| – | – | ﹤0.01% | 2539 |
|
|
2020
Q1 | $1K | Hold |
58
| – | – | ﹤0.01% | 2537 |
|
|
2019
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 2511 |
|
|
2019
Q3 | $2K | Buy |
+58
| New | +$1.42K | ﹤0.01% | 2690 |
|
|
2019
Q1 | – | Sell |
-2,000
| Closed | -$30K | – | 2769 |
|
|
2018
Q4 | $30K | Buy |
2,000
+658
| +49% | +$11.6K | ﹤0.01% | 1897 |
|
|
2018
Q3 | $31K | Hold |
1,342
| – | – | ﹤0.01% | 2182 |
|
|
2018
Q2 | $36K | Buy |
1,342
+1,082
| +416% | +$32.8K | ﹤0.01% | 2112 |
|
|
2018
Q1 | $10K | Hold |
260
| – | – | ﹤0.01% | 2783 |
|
|
2017
Q4 | $10K | Sell |
260
-1,342
| -84% | -$47.9K | ﹤0.01% | 2824 |
|
|
2017
Q3 | $57K | Hold |
1,602
| – | – | ﹤0.01% | 1916 |
|
|
2017
Q2 | $45K | Hold |
1,602
| – | – | ﹤0.01% | 2035 |
|
|
2017
Q1 | $56K | Buy |
1,602
+260
| +19% | +$8.05K | ﹤0.01% | 1851 |
|
|
2016
Q4 | $39K | Buy |
+1,342
| New | +$32.7K | ﹤0.01% | 2023 |
|
