Commonwealth Equity Services’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 | $370K | Sell |
2,701
-1,425
| -35% | -$221K | ﹤0.01% | 3486 |
|
|
2025
Q4 | $598K | Sell |
4,126
-5,292
| -56% | -$766K | ﹤0.01% | 3029 |
|
|
2025
Q3 | $1.31M | Buy |
9,418
+1,036
| +12% | +$136K | ﹤0.01% | 2380 |
|
|
2025
Q2 | $963K | Buy |
8,382
+74
| +0.9% | +$8.29K | ﹤0.01% | 2597 |
|
|
2025
Q1 | $903K | Sell |
8,308
-504
| -6% | -$58.8K | ﹤0.01% | 2540 |
|
|
2024
Q4 | $1.02M | Sell |
8,812
-3,981
| -31% | -$553K | ﹤0.01% | 2367 |
|
|
2024
Q3 | $2.01M | Sell |
12,793
-2,229
| -15% | -$348K | ﹤0.01% | 1811 |
|
|
2024
Q2 | $2.41M | Buy |
15,022
+3,107
| +26% | +$519K | ﹤0.01% | 1668 |
|
|
2024
Q1 | $2.05M | Buy |
11,915
+1,360
| +13% | +$205K | ﹤0.01% | 1766 |
|
|
2023
Q4 | $1.48M | Buy |
10,555
+672
| +7% | +$81K | ﹤0.01% | 1888 |
|
|
2023
Q3 | $1.13M | Sell |
9,883
-926
| -9% | -$113K | ﹤0.01% | 1999 |
|
|
2023
Q2 | $1.23M | Sell |
10,809
-13
| -0.1% | -$1.23K | ﹤0.01% | 1947 |
|
|
2023
Q1 | $911 | Buy |
10,822
+2,866
| +36% | +$252K | ﹤0.01% | 2104 |
|
|
2022
Q4 | $652K | Sell |
7,956
-905
| -10% | -$91.7K | ﹤0.01% | 2260 |
|
|
2022
Q3 | $1.1M | Buy |
8,861
+5,817
| +191% | +$724K | ﹤0.01% | 1823 |
|
|
2022
Q2 | $274K | Sell |
3,044
-385
| -11% | -$39.6K | ﹤0.01% | 2919 |
|
|
2022
Q1 | $407K | Buy |
3,429
+329
| +11% | +$39K | ﹤0.01% | 2694 |
|
|
2021
Q4 | $422K | Buy |
3,100
+708
| +30% | +$87.1K | ﹤0.01% | 2676 |
|
|
2021
Q3 | $258K | Sell |
2,392
-1,273
| -35% | -$146K | ﹤0.01% | 3056 |
|
|
2021
Q2 | $427K | Buy |
+3,665
| New | +$407K | ﹤0.01% | 2594 |
|
|
2020
Q4 | – | Sell |
-19,320
| Closed | -$1.21M | – | 3275 |
|
|
2020
Q3 | $1.21M | Buy |
19,320
+6,235
| +48% | +$337K | ﹤0.01% | 1383 |
|
|
2020
Q2 | $646K | Buy |
13,085
+5,361
| +69% | +$220K | ﹤0.01% | 1705 |
|
|
2020
Q1 | $227K | Buy |
7,724
+1,724
| +29% | +$69.6K | ﹤0.01% | 2280 |
|
|
2019
Q4 | $233K | Sell |
6,000
-3,036
| -34% | -$112K | ﹤0.01% | 2511 |
|
|
2019
Q3 | $291K | Sell |
9,036
-3,822
| -30% | -$124K | ﹤0.01% | 2265 |
|
|
2019
Q2 | $421K | Buy |
12,858
+550
| +4% | +$15.9K | ﹤0.01% | 1930 |
|
|
2019
Q1 | $317K | Buy |
12,308
+35
| +0.3% | +$886 | ﹤0.01% | 2113 |
|
|
2018
Q4 | $297K | Buy |
12,273
+35
| +0.3% | +$941 | ﹤0.01% | 2017 |
|
|
2018
Q3 | $378K | Sell |
12,238
-3,788
| -24% | -$115K | ﹤0.01% | 1991 |
|
|
2018
Q2 | $458K | Buy |
16,026
+192
| +1% | +$5.14K | ﹤0.01% | 1815 |
|
|
2018
Q1 | $410K | Buy |
+15,834
| New | +$401K | ﹤0.01% | 1849 |
|
Other funds holding WMS
VPM
VCM
