Ballentine Partners’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 | $266K | Sell |
2,316
-228
| -9% | -$26.2K | ﹤0.01% | 738 |
|
|
2025
Q1 | $276K | Buy |
+2,544
| New | +$276K | ﹤0.01% | 652 |
|
|
2024
Q4 | – | Sell |
-1,345
| Closed | -$211K | – | 950 |
|
|
2024
Q3 | $211K | Sell |
1,345
-121
| -8% | -$19K | ﹤0.01% | 735 |
|
|
2024
Q2 | $235K | Sell |
1,466
-9
| -0.6% | -$1.44K | ﹤0.01% | 638 |
|
|
2024
Q1 | $254K | Buy |
+1,475
| New | +$254K | ﹤0.01% | 598 |
|