Blue Trust Inc’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
2026 Q1	$55.3K	Sell	403 -133	-25%	-$20.6K	﹤0.01%	1275
2025 Q4	$77.6K	Sell	536 -3	-0.6%	-$434	﹤0.01%	1175
2025 Q3	$74.8K	Sell	539 -4	-0.7%	-$525	﹤0.01%	1206
2025 Q2	$62.4K	Sell	543 -35	-6%	-$3.92K	﹤0.01%	1266
2025 Q1	$62.8K	Buy	578 +69	+14%	+$8.04K	﹤0.01%	1226
2024 Q4	$58.8K	Sell	509 -388	-43%	-$53.9K	﹤0.01%	1184
2024 Q3	$144K	Buy	897 +724	+418%	+$113K	﹤0.01%	1025
2024 Q2	$29.8K	Buy	173 +162	+1,473%	+$27.1K	﹤0.01%	1497
2024 Q1	$1.9K	Sell	11 -26	-70%	-$3.92K	﹤0.01%	1836
2023 Q4	$5K	Buy	37 +23	+164%	+$2.77K	﹤0.01%	1874
2023 Q3	$2K	Buy	+14	New	+$1.71K	﹤0.01%	1864
2023 Q2	–	Sell	-14	Closed	-$1K	–	2573
2023 Q1	$1K	Hold	14	–	–	﹤0.01%	2233
2022 Q4	$2K	Hold	14	–	–	﹤0.01%	1976
2022 Q3	$1K	Buy	14 +12	+600%	+$1.49K	﹤0.01%	2028
2022 Q2	$0	Buy	+2	New	+$206	﹤0.01%	2022