Creative Financial Designs’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	$205K	Buy	1,496 +321	+27%	+$49.7K	0.01%	508
2025 Q4	$170K	Buy	1,175 +188	+19%	+$27.2K	0.01%	505
2025 Q3	$137K	Buy	987 +329	+50%	+$43.2K	0.01%	562
2025 Q2	$75.6K	Buy	658 +509	+342%	+$57K	0.01%	744
2025 Q1	$16.2K	Buy	149 +108	+263%	+$12.6K	﹤0.01%	1149
2024 Q4	$4.75K	Buy	41 +12	+41%	+$1.67K	﹤0.01%	1435
2024 Q3	$4.56K	Hold	29	–	–	﹤0.01%	1400
2024 Q2	$4.65K	Buy	29 +6	+26%	+$1K	﹤0.01%	1326
2024 Q1	$3.96K	Hold	23	–	–	﹤0.01%	1365
2023 Q4	$3.23K	Hold	23	–	–	﹤0.01%	1342
2023 Q3	$2.62K	Hold	23	–	–	﹤0.01%	1291
2023 Q2	$2.62K	Buy	+23	New	+$2.17K	﹤0.01%	1273
2021 Q1	–	Sell	-3	Closed	–	–	1381
2020 Q4	$0	Hold	3	–	–	﹤0.01%	1312
2020 Q3	$0	Hold	3	–	–	﹤0.01%	1328
2020 Q2	$0	Hold	3	–	–	﹤0.01%	1223
2020 Q1	$0	Buy	+3	New	+$121	﹤0.01%	645