EverSource Wealth Advisors’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 | $20K | Buy |
174
+101
| +138% | +$11.6K | ﹤0.01% | 2280 |
|
|
2025
Q1 | $7.93K | Buy |
73
+52
| +248% | +$5.65K | ﹤0.01% | 2247 |
|
|
2024
Q4 | $2.43K | Sell |
21
-9
| -30% | -$1.04K | ﹤0.01% | 2643 |
|
|
2024
Q3 | $4.71K | Sell |
30
-2
| -6% | -$314 | ﹤0.01% | 2252 |
|
|
2024
Q2 | $5.67K | Buy |
32
+9
| +39% | +$1.59K | ﹤0.01% | 2177 |
|
|
2024
Q1 | $3.61K | Buy |
23
+7
| +44% | +$1.1K | ﹤0.01% | 2190 |
|
|
2023
Q4 | $2.25K | Buy |
16
+10
| +167% | +$1.41K | ﹤0.01% | 2135 |
|
|
2023
Q3 | $683 | Hold |
6
| – | – | ﹤0.01% | 2328 |
|
|
2023
Q2 | $683 | Sell |
6
-161
| -96% | -$18.3K | ﹤0.01% | 2294 |
|
|
2023
Q1 | $14.1K | Sell |
167
-29
| -15% | -$2.44K | ﹤0.01% | 1222 |
|
|
2022
Q4 | $16.1K | Sell |
196
-44
| -18% | -$3.61K | ﹤0.01% | 1136 |
|
|
2022
Q3 | $30K | Buy |
+240
| New | +$30K | 0.01% | 774 |
|