Creative Planning’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
Q2 | $1.91M | Sell |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $754K | Buy |
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|
2024
Q1 | $741K | Buy |
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|
2023
Q4 | $568K | Buy |
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|
2023
Q3 | $443K | Buy |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $308K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1K | Buy |
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