Avior 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	-1	Closed	-$115	–	2346
2024 Q4	$115	Sell	1 -24	-96%	-$3.33K	﹤0.01%	2400
2024 Q3	$3.93K	Buy	+25	New	+$3.9K	﹤0.01%	1857
2024 Q2	–	Sell	-101	Closed	-$17.4K	–	3741
2024 Q1	$17.4K	Buy	+101	New	+$15.2K	﹤0.01%	1655
2023 Q1	–	Sell	-5,212	Closed	-$427K	–	1674
2022 Q4	$427K	Sell	5,212 -672	-11%	-$68.1K	0.03%	339
2022 Q3	$731K	Hold	5,884	–	–	0.06%	210
2022 Q2	$529K	Hold	5,884	–	–	0.05%	246
2022 Q1	$699K	Sell	5,884 -1,015	-15%	-$120K	0.06%	225
2021 Q4	$939K	Sell	6,899 -953	-12%	-$117K	0.08%	204
2021 Q3	$849K	Hold	7,852	–	–	0.07%	212
2021 Q2	$915K	Sell	7,852 -2,542	-24%	-$282K	0.09%	194
2021 Q1	$1.07M	Sell	10,394 -1,224	-11%	-$120K	0.11%	168
2020 Q4	$971K	Buy	11,618 +18	+0.2%	+$1.27K	0.12%	159
2020 Q3	$724K	Buy	11,600 +720	+7%	+$39K	0.1%	176
2020 Q2	$537K	Buy	+10,880	New	+$447K	0.08%	221