Envestnet Asset Management’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 | $12.3M | Buy |
106,705
+36,000
| +51% | +$4.13M | ﹤0.01% | 1597 |
|
|
2025
Q1 | $7.68M | Buy |
70,705
+7,165
| +11% | +$778K | ﹤0.01% | 1841 |
|
|
2024
Q4 | $7.35M | Buy |
63,540
+308
| +0.5% | +$35.6K | ﹤0.01% | 1852 |
|
|
2024
Q3 | $9.94M | Sell |
63,232
-460
| -0.7% | -$72.3K | ﹤0.01% | 1634 |
|
|
2024
Q2 | $10.2M | Buy |
63,692
+851
| +1% | +$136K | ﹤0.01% | 1552 |
|
|
2024
Q1 | $10.8M | Buy |
62,841
+14,492
| +30% | +$2.5M | ﹤0.01% | 1477 |
|
|
2023
Q4 | $6.8M | Buy |
48,349
+4,782
| +11% | +$673K | ﹤0.01% | 1686 |
|
|
2023
Q3 | $4.96M | Buy |
43,567
+5,382
| +14% | +$613K | ﹤0.01% | 1802 |
|
|
2023
Q2 | $4.34M | Sell |
38,185
-6,033
| -14% | -$686K | ﹤0.01% | 1788 |
|
|
2023
Q1 | $3.72M | Sell |
44,218
-1,519
| -3% | -$128K | ﹤0.01% | 1809 |
|
|
2022
Q4 | $3.75M | Buy |
45,737
+3,021
| +7% | +$248K | ﹤0.01% | 1770 |
|
|
2022
Q3 | $5.31M | Buy |
42,716
+1,020
| +2% | +$127K | ﹤0.01% | 1488 |
|
|
2022
Q2 | $3.76M | Buy |
41,696
+998
| +2% | +$89.9K | ﹤0.01% | 1688 |
|
|
2022
Q1 | $4.84M | Buy |
40,698
+3,423
| +9% | +$407K | ﹤0.01% | 1625 |
|
|
2021
Q4 | $5.07M | Buy |
37,275
+3,252
| +10% | +$443K | ﹤0.01% | 1598 |
|
|
2021
Q3 | $3.68M | Buy |
34,023
+8,780
| +35% | +$950K | ﹤0.01% | 1707 |
|
|
2021
Q2 | $2.94M | Buy |
25,243
+13,458
| +114% | +$1.57M | ﹤0.01% | 1818 |
|
|
2021
Q1 | $1.22M | Sell |
11,785
-813
| -6% | -$84K | ﹤0.01% | 2254 |
|
|
2020
Q4 | $1.05M | Buy |
12,598
+1,565
| +14% | +$131K | ﹤0.01% | 2176 |
|
|
2020
Q3 | $689K | Sell |
11,033
-615
| -5% | -$38.4K | ﹤0.01% | 2271 |
|
|
2020
Q2 | $575K | Sell |
11,648
-623
| -5% | -$30.8K | ﹤0.01% | 2331 |
|
|
2020
Q1 | $361K | Buy |
+12,271
| New | +$361K | ﹤0.01% | 2458 |
|