Essex Investment 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 | $1.11M | Sell |
9,624
-4,362
| -31% | -$501K | 0.2% | 138 |
|
|
2025
Q1 | $1.52M | Buy |
13,986
+1,302
| +10% | +$141K | 0.32% | 127 |
|
|
2024
Q4 | $1.47M | Buy |
12,684
+2,909
| +30% | +$336K | 0.26% | 135 |
|
|
2024
Q3 | $1.54M | Buy |
+9,775
| New | +$1.54M | 0.27% | 134 |
|
|
2016
Q1 | – | Sell |
-33,476
| Closed | -$804K | – | 332 |
|
|
2015
Q4 | $804K | Buy |
33,476
+3,336
| +11% | +$80.1K | 0.13% | 176 |
|
|
2015
Q3 | $872K | Buy |
30,140
+2,017
| +7% | +$58.4K | 0.14% | 157 |
|
|
2015
Q2 | $825K | Buy |
28,123
+3,401
| +14% | +$99.8K | 0.12% | 182 |
|
|
2015
Q1 | $740K | Buy |
+24,722
| New | +$740K | 0.1% | 196 |
|