Bell Investment Advisors’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 | $1.26K | Buy |
11
+5
| +83% | +$575 | ﹤0.01% | 1515 |
|
|
2025
Q1 | $652 | Hold |
6
| – | – | ﹤0.01% | 1680 |
|
|
2024
Q4 | $694 | Hold |
6
| – | – | ﹤0.01% | 1685 |
|
|
2024
Q3 | $943 | Hold |
6
| – | – | ﹤0.01% | 1608 |
|
|
2024
Q2 | $963 | Hold |
6
| – | – | ﹤0.01% | 1620 |
|
|
2024
Q1 | $1.03K | Hold |
6
| – | – | ﹤0.01% | 1593 |
|
|
2023
Q4 | $844 | Sell |
6
-5
| -45% | -$703 | ﹤0.01% | 1631 |
|
|
2023
Q3 | $1.25K | Hold |
11
| – | – | ﹤0.01% | 1482 |
|
|
2023
Q2 | $1.25K | Buy |
11
+5
| +83% | +$569 | ﹤0.01% | 1519 |
|
|
2023
Q1 | $506 | Buy |
+6
| New | +$506 | ﹤0.01% | 1822 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | -$1K | – | 2038 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1633 |
|
|
2022
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1849 |
|