Bank Julius Baer & Co’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 | $230K | Buy |
2,000
+230
| +13% | +$26.4K | ﹤0.01% | 433 |
|
|
2025
Q1 | $217K | Sell |
1,770
-42
| -2% | -$5.16K | ﹤0.01% | 422 |
|
|
2024
Q4 | $231K | Buy |
1,812
+125
| +7% | +$15.9K | ﹤0.01% | 410 |
|
|
2024
Q3 | $314K | Sell |
1,687
-110
| -6% | -$20.5K | ﹤0.01% | 367 |
|
|
2024
Q2 | $321K | Buy |
+1,797
| New | +$321K | ﹤0.01% | 313 |
|
|
2023
Q3 | – | Sell |
-135,944
| Closed | -$15.5M | – | 581 |
|
|
2023
Q2 | $15.5M | Buy |
135,944
+1,079
| +0.8% | +$123K | 0.09% | 129 |
|
|
2023
Q1 | $11.4M | Buy |
134,865
+587
| +0.4% | +$49.4K | 0.07% | 143 |
|
|
2022
Q4 | $11M | Sell |
134,278
-13,046
| -9% | -$1.07M | 0.08% | 141 |
|
|
2022
Q3 | $18.3M | Sell |
147,324
-3,929
| -3% | -$489K | 0.14% | 107 |
|
|
2022
Q2 | $13.6M | Buy |
+151,253
| New | +$13.6M | 0.1% | 114 |
|
|
2022
Q1 | – | Sell |
-12,163
| Closed | -$1.66M | – | 819 |
|
|
2021
Q4 | $1.66M | Buy |
+12,163
| New | +$1.66M | 0.01% | 293 |
|
|
2021
Q3 | – | Sell |
-1,004
| Closed | -$117K | – | 869 |
|
|
2021
Q2 | $117K | Buy |
+1,004
| New | +$117K | ﹤0.01% | 623 |
|
|
2021
Q1 | – | Sell |
-3,290
| Closed | -$275K | – | 905 |
|
|
2020
Q4 | $275K | Buy |
+3,290
| New | +$275K | ﹤0.01% | 526 |
|