Carson Wealth (CWM LLC)’s Advanced Drainage Systems WMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69K | Buy |
604
+24
| +4% | +$2.74K | ﹤0.01% | 3018 |
|
|
2025
Q1 | $63K | Buy |
580
+35
| +6% | +$3.8K | ﹤0.01% | 2784 |
|
|
2024
Q4 | $63K | Sell |
545
-10
| -2% | -$1.16K | ﹤0.01% | 2620 |
|
|
2024
Q3 | $87K | Buy |
555
+85
| +18% | +$13.3K | ﹤0.01% | 2289 |
|
|
2024
Q2 | $75K | Sell |
470
-2
| -0.4% | -$319 | ﹤0.01% | 2181 |
|
|
2024
Q1 | $81K | Buy |
472
+167
| +55% | +$28.7K | ﹤0.01% | 2008 |
|
|
2023
Q4 | $43K | Sell |
305
-43
| -12% | -$6.06K | ﹤0.01% | 2280 |
|
|
2023
Q3 | $40K | Buy |
348
+3
| +0.9% | +$345 | ﹤0.01% | 2211 |
|
|
2023
Q2 | $39K | Sell |
345
-198
| -36% | -$22.4K | ﹤0.01% | 2170 |
|
|
2023
Q1 | $46K | Buy |
543
+65
| +14% | +$5.51K | ﹤0.01% | 1923 |
|
|
2022
Q4 | $39K | Buy |
478
+185
| +63% | +$15.1K | ﹤0.01% | 1901 |
|
|
2022
Q3 | $36K | Buy |
293
+27
| +10% | +$3.32K | ﹤0.01% | 1837 |
|
|
2022
Q2 | $24K | Buy |
266
+162
| +156% | +$14.6K | ﹤0.01% | 2014 |
|
|
2022
Q1 | $12K | Buy |
104
+92
| +767% | +$10.6K | ﹤0.01% | 2389 |
|
|
2021
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 3185 |
|
|
2021
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 2553 |
|
|
2021
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 2553 |
|
|
2020
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 2553 |
|
|
2020
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 2553 |
|
|
2020
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 2553 |
|
|
2020
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 2553 |
|
|
2019
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 2553 |
|
|
2019
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 2553 |
|
|
2019
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 2553 |
|
|
2019
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 2553 |
|