Steward Partners Investment Advisory’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 | $114K | Hold |
1,050
| – | – | ﹤0.01% | 2036 |
|
|
2025
Q1 | $76.8K | Hold |
1,050
| – | – | ﹤0.01% | 2168 |
|
|
2024
Q4 | $89.1K | Hold |
1,050
| – | – | ﹤0.01% | 2039 |
|
|
2024
Q3 | $95.1K | Sell |
1,050
-708
| -40% | -$64.1K | ﹤0.01% | 1900 |
|
|
2024
Q2 | $142K | Buy |
1,758
+124
| +8% | +$10K | ﹤0.01% | 1614 |
|
|
2024
Q1 | $159K | Buy |
1,634
+584
| +56% | +$56.8K | ﹤0.01% | 1537 |
|
|
2023
Q4 | $86.6K | Sell |
1,050
-400
| -28% | -$33K | ﹤0.01% | 1755 |
|
|
2023
Q3 | $92.8K | Sell |
1,450
-500
| -26% | -$32K | ﹤0.01% | 1608 |
|
|
2023
Q2 | $135K | Hold |
1,950
| – | – | ﹤0.01% | 1442 |
|
|
2023
Q1 | $113K | Hold |
1,950
| – | – | ﹤0.01% | 1533 |
|
|
2022
Q4 | $97.1K | Sell |
1,950
-350
| -15% | -$17.4K | ﹤0.01% | 1568 |
|
|
2022
Q3 | $92K | Hold |
2,300
| – | – | ﹤0.01% | 1529 |
|
|
2022
Q2 | $102K | Hold |
2,300
| – | – | ﹤0.01% | 1476 |
|
|
2022
Q1 | $114K | Hold |
2,300
| – | – | ﹤0.01% | 1552 |
|
|
2021
Q4 | $138K | Buy |
+2,300
| New | +$138K | ﹤0.01% | 1459 |
|
|
2020
Q4 | – | Sell |
-400
| Closed | -$10K | – | 2929 |
|
|
2020
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 2138 |
|
|
2020
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 2036 |
|
|
2020
Q1 | $6K | Hold |
400
| – | – | ﹤0.01% | 2023 |
|
|
2019
Q4 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 2007 |
|