EverSource Wealth Advisors’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
2026
Q1
$63.9K Buy
466
+262
+128% +$40.5K ﹤0.01% 1724
2025
Q4
$29.6K Buy
204
+21
+11% +$3.04K ﹤0.01% 2121
2025
Q3
$25.4K Buy
183
+9
+5% +$1.18K ﹤0.01% 2176
2025
Q2
$20K Buy
174
+101
+138% +$11.3K ﹤0.01% 2288
2025
Q1
$7.93K Buy
73
+52
+248% +$6.06K ﹤0.01% 2249
2024
Q4
$2.43K Sell
21
-9
-30% -$1.25K ﹤0.01% 2643
2024
Q3
$4.71K Sell
30
-2
-6% -$312 ﹤0.01% 2252
2024
Q2
$5.67K Buy
32
+9
+39% +$1.5K ﹤0.01% 2177
2024
Q1
$3.61K Buy
23
+7
+44% +$1.05K ﹤0.01% 2190
2023
Q4
$2.25K Buy
16
+10
+167% +$1.21K ﹤0.01% 2135
2023
Q3
$683 Hold
6
﹤0.01% 2328
2023
Q2
$683 Sell
6
-161
-96% -$15.2K ﹤0.01% 2295
2023
Q1
$14.1K Sell
167
-29
-15% -$2.55K ﹤0.01% 1223
2022
Q4
$16.1K Sell
196
-44
-18% -$4.46K ﹤0.01% 1136
2022
Q3
$30K Buy
+240
New +$29.9K 0.01% 774

Other funds holding WMS