Financial Advocates 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 | $357K | Sell |
3,112
-230
| -7% | -$26.4K | 0.03% | 452 |
|
|
2025
Q1 | $363K | Buy |
3,342
+125
| +4% | +$13.6K | 0.03% | 507 |
|
|
2024
Q4 | $372K | Buy |
3,217
+703
| +28% | +$81.3K | 0.02% | 543 |
|
|
2024
Q3 | $395K | Buy |
2,514
+171
| +7% | +$26.9K | 0.02% | 529 |
|
|
2024
Q2 | $376K | Buy |
2,343
+428
| +22% | +$68.7K | 0.02% | 513 |
|
|
2024
Q1 | $330K | Buy |
1,915
+2
| +0.1% | +$344 | 0.02% | 556 |
|
|
2023
Q4 | $269K | Buy |
+1,913
| New | +$269K | 0.02% | 591 |
|