Creative Planning’s Advanced Drainage Systems WMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
16,605
-1,481
| -8% | -$170K | ﹤0.01% | 1349 |
|
|
2025
Q1 | $1.97M | Buy |
18,086
+6,166
| +52% | +$670K | ﹤0.01% | 1185 |
|
|
2024
Q4 | $1.38M | Buy |
11,920
+210
| +2% | +$24.3K | ﹤0.01% | 1399 |
|
|
2024
Q3 | $1.84M | Buy |
11,710
+7,009
| +149% | +$1.1M | ﹤0.01% | 1109 |
|
|
2024
Q2 | $754K | Buy |
4,701
+401
| +9% | +$64.3K | ﹤0.01% | 1616 |
|
|
2024
Q1 | $741K | Buy |
4,300
+258
| +6% | +$44.4K | ﹤0.01% | 1554 |
|
|
2023
Q4 | $568K | Buy |
4,042
+149
| +4% | +$21K | ﹤0.01% | 1625 |
|
|
2023
Q3 | $443K | Buy |
3,893
+160
| +4% | +$18.2K | ﹤0.01% | 1636 |
|
|
2023
Q2 | $425K | Buy |
3,733
+405
| +12% | +$46.1K | ﹤0.01% | 1657 |
|
|
2023
Q1 | $280K | Buy |
3,328
+563
| +20% | +$47.4K | ﹤0.01% | 1864 |
|
|
2022
Q4 | $227K | Sell |
2,765
-300
| -10% | -$24.6K | ﹤0.01% | 1926 |
|
|
2022
Q3 | $381K | Buy |
3,065
+199
| +7% | +$24.7K | ﹤0.01% | 1490 |
|
|
2022
Q2 | $258K | Buy |
2,866
+208
| +8% | +$18.7K | ﹤0.01% | 1711 |
|
|
2022
Q1 | $316K | Buy |
2,658
+1
| +0% | +$119 | ﹤0.01% | 1610 |
|
|
2021
Q4 | $362K | Buy |
2,657
+12
| +0.5% | +$1.64K | ﹤0.01% | 1496 |
|
|
2021
Q3 | $286K | Hold |
2,645
| – | – | ﹤0.01% | 1622 |
|
|
2021
Q2 | $308K | Buy |
+2,645
| New | +$308K | ﹤0.01% | 1542 |
|
|
2016
Q4 | – | Sell |
-55
| Closed | -$1K | – | 4611 |
|
|
2016
Q3 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 4274 |
|