AE Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,314	Closed	-$267K	–	2289
2024 Q4	$267K	Buy	2,314 +404	+21%	+$56.1K	﹤0.01%	1150
2024 Q3	$300K	Sell	1,910 -393	-17%	-$61.4K	﹤0.01%	1030
2024 Q2	$369K	Buy	2,303 +393	+21%	+$65.7K	﹤0.01%	970
2024 Q1	$329K	Sell	1,910 -8,088	-81%	-$1.22M	﹤0.01%	934
2023 Q4	$1.31M	Buy	9,998 +1,296	+15%	+$156K	0.01%	1059
2023 Q3	$991K	Buy	8,702 +214	+3%	+$26.1K	0.01%	1102
2023 Q2	$966K	Sell	8,488 -503	-6%	-$47.5K	0.01%	1103
2023 Q1	$757K	Sell	8,991 -662	-7%	-$58.2K	﹤0.01%	1159
2022 Q4	$791K	Buy	9,653 +861	+10%	+$87.3K	0.01%	1088
2022 Q3	$1.09M	Buy	8,792 +3,118	+55%	+$388K	0.01%	912
2022 Q2	$511K	Sell	5,674 -12	-0.2%	-$1.23K	﹤0.01%	1196
2022 Q1	$676K	Sell	5,686 -4,294	-43%	-$510K	﹤0.01%	1080
2021 Q4	$1.36M	Hold	9,980	–	–	0.01%	822
2021 Q3	$1.08M	Buy	+9,980	New	+$1.15M	0.01%	840