AE Wealth Management’s Advanced Drainage Systems WMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,314
| Closed | -$267K | – | 2289 |
|
|
2024
Q4 | $267K | Buy |
2,314
+404
| +21% | +$46.7K | ﹤0.01% | 1150 |
|
|
2024
Q3 | $300K | Sell |
1,910
-393
| -17% | -$61.8K | ﹤0.01% | 1030 |
|
|
2024
Q2 | $369K | Buy |
2,303
+393
| +21% | +$63K | ﹤0.01% | 969 |
|
|
2024
Q1 | $329K | Sell |
1,910
-8,088
| -81% | -$1.39M | ﹤0.01% | 934 |
|
|
2023
Q4 | $1.31M | Buy |
9,998
+1,296
| +15% | +$170K | 0.01% | 1058 |
|
|
2023
Q3 | $991K | Buy |
8,702
+214
| +3% | +$24.4K | 0.01% | 1101 |
|
|
2023
Q2 | $966K | Sell |
8,488
-503
| -6% | -$57.2K | 0.01% | 1102 |
|
|
2023
Q1 | $757K | Sell |
8,991
-662
| -7% | -$55.7K | ﹤0.01% | 1157 |
|
|
2022
Q4 | $791K | Buy |
9,653
+861
| +10% | +$70.6K | 0.01% | 1086 |
|
|
2022
Q3 | $1.09M | Buy |
8,792
+3,118
| +55% | +$388K | 0.01% | 910 |
|
|
2022
Q2 | $511K | Sell |
5,674
-12
| -0.2% | -$1.08K | ﹤0.01% | 1193 |
|
|
2022
Q1 | $676K | Sell |
5,686
-4,294
| -43% | -$511K | ﹤0.01% | 1077 |
|
|
2021
Q4 | $1.36M | Hold |
9,980
| – | – | 0.01% | 822 |
|
|
2021
Q3 | $1.08M | Buy |
+9,980
| New | +$1.08M | 0.01% | 838 |
|