Allworth Financial’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
Q2 | $5.06K | Buy |
44
+2
| +5% | +$230 | ﹤0.01% | 3244 |
|
|
2025
Q1 | $4.67K | Buy |
42
+4
| +11% | +$445 | ﹤0.01% | 2787 |
|
|
2024
Q4 | $4.75K | Sell |
38
-13
| -25% | -$1.62K | ﹤0.01% | 2782 |
|
|
2024
Q3 | $8.02K | Buy |
51
+22
| +76% | +$3.46K | ﹤0.01% | 2355 |
|
|
2024
Q2 | $4.83K | Buy |
29
+9
| +45% | +$1.5K | ﹤0.01% | 2537 |
|
|
2024
Q1 | $3.45K | Buy |
20
+1
| +5% | +$172 | ﹤0.01% | 2567 |
|
|
2023
Q4 | $2.67K | Sell |
19
-2
| -10% | -$281 | ﹤0.01% | 2549 |
|
|
2023
Q3 | $2.39K | Sell |
21
-15
| -42% | -$1.71K | ﹤0.01% | 2456 |
|
|
2023
Q2 | $4.1K | Buy |
36
+17
| +89% | +$1.94K | ﹤0.01% | 2189 |
|
|
2023
Q1 | $1.6K | Buy |
19
+7
| +58% | +$589 | ﹤0.01% | 2504 |
|
|
2022
Q4 | $984 | Buy |
12
+9
| +300% | +$738 | ﹤0.01% | 2479 |
|
|
2022
Q3 | $0 | Sell |
3
-1
| -25% | – | ﹤0.01% | 3150 |
|
|
2022
Q2 | $0 | Sell |
4
-98
| -96% | – | ﹤0.01% | 2865 |
|
|
2022
Q1 | $12K | Buy |
102
+2
| +2% | +$235 | ﹤0.01% | 1442 |
|
|
2021
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 1277 |
|
|
2021
Q3 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 1315 |
|