CAPTRUST Financial Advisors’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
Q3 | $293K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $395K | Buy |
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|
2023
Q3 | $305K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $472K | Sell |
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|
2022
Q2 | $697K | Sell |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $999K | Sell |
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|
2021
Q3 | $933K | Buy |
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|
2021
Q2 | $968K | Buy |
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|
2021
Q1 | $784K | Buy |
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|
2020
Q4 | $326K | Buy |
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|
2020
Q3 | $64K | Buy |
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