Farther Finance 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 | $601K | Buy |
5,234
+5,187
| +11,036% | +$596K | 0.01% | 820 |
|
|
2025
Q1 | $5.12K | Buy |
47
+10
| +27% | +$1.09K | ﹤0.01% | 3049 |
|
|
2024
Q4 | $4.28K | Sell |
37
-183
| -83% | -$21.2K | ﹤0.01% | 2735 |
|
|
2024
Q3 | $34.6K | Sell |
220
-295
| -57% | -$46.4K | ﹤0.01% | 1829 |
|
|
2024
Q2 | $80.7K | Buy |
515
+481
| +1,415% | +$75.4K | ﹤0.01% | 1219 |
|
|
2024
Q1 | $5.79K | Hold |
34
| – | – | ﹤0.01% | 2001 |
|
|
2023
Q4 | $4.78K | Buy |
34
+9
| +36% | +$1.27K | ﹤0.01% | 1991 |
|
|
2023
Q3 | $2.85K | Hold |
25
| – | – | ﹤0.01% | 1723 |
|
|
2023
Q2 | $2.85K | Buy |
25
+1
| +4% | +$114 | ﹤0.01% | 1635 |
|
|
2023
Q1 | $2.02K | Hold |
24
| – | – | ﹤0.01% | 1648 |
|
|
2022
Q4 | $1.97K | Buy |
+24
| New | +$1.97K | ﹤0.01% | 1455 |
|