Allworth Financial’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
2026 Q1	$32.8K	Buy	239 +125	+110%	+$19.3K	﹤0.01%	2635
2025 Q4	$16.5K	Sell	114 -14	-11%	-$2.03K	﹤0.01%	2932
2025 Q3	$17.8K	Buy	128 +84	+191%	+$11K	﹤0.01%	2776
2025 Q2	$5.05K	Buy	44 +2	+5%	+$224	﹤0.01%	3252
2025 Q1	$4.67K	Buy	42 +4	+11%	+$466	﹤0.01%	2794
2024 Q4	$4.75K	Sell	38 -13	-25%	-$1.8K	﹤0.01%	2787
2024 Q3	$8.02K	Buy	51 +22	+76%	+$3.44K	﹤0.01%	2357
2024 Q2	$4.83K	Buy	29 +9	+45%	+$1.5K	﹤0.01%	2537
2024 Q1	$3.44K	Buy	20 +1	+5%	+$151	﹤0.01%	2567
2023 Q4	$2.67K	Sell	19 -2	-10%	-$241	﹤0.01%	2549
2023 Q3	$2.39K	Sell	21 -15	-42%	-$1.83K	﹤0.01%	2456
2023 Q2	$4.1K	Buy	36 +17	+89%	+$1.6K	﹤0.01%	2189
2023 Q1	$1.6K	Buy	19 +7	+58%	+$616	﹤0.01%	2504
2022 Q4	$984	Buy	12 +9	+300%	+$912	﹤0.01%	2481
2022 Q3	$0	Sell	3 -1	-25%	-$124	﹤0.01%	3152
2022 Q2	$0	Sell	4 -98	-96%	-$10.1K	﹤0.01%	2865
2022 Q1	$12K	Buy	102 +2	+2%	+$237	﹤0.01%	1442
2021 Q4	$14K	Hold	100	–	–	﹤0.01%	1277
2021 Q3	$11K	Buy	+100	New	+$11.5K	﹤0.01%	1315