Geneos Wealth 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 | $23K | Sell |
200
-78
| -28% | -$8.96K | ﹤0.01% | 1968 |
|
|
2025
Q1 | $33.7K | Buy |
278
+178
| +178% | +$21.6K | ﹤0.01% | 2108 |
|
|
2024
Q4 | $11.6K | Buy |
+100
| New | +$11.6K | ﹤0.01% | 1995 |
|
|
2022
Q1 | – | Sell |
-310
| Closed | -$42K | – | 3003 |
|
|
2021
Q4 | $42K | Hold |
310
| – | – | ﹤0.01% | 1553 |
|
|
2021
Q3 | $34K | Buy |
+310
| New | +$34K | ﹤0.01% | 1676 |
|
|
2019
Q3 | – | Sell |
-4,889
| Closed | -$160K | – | 2554 |
|
|
2019
Q2 | $160K | Hold |
4,889
| – | – | 0.01% | 739 |
|
|
2019
Q1 | $125K | Hold |
4,889
| – | – | 0.01% | 787 |
|
|
2018
Q4 | $117K | Hold |
4,889
| – | – | 0.01% | 788 |
|
|
2018
Q3 | $151K | Hold |
4,889
| – | – | 0.01% | 742 |
|
|
2018
Q2 | $139K | Hold |
4,889
| – | – | 0.01% | 679 |
|
|
2018
Q1 | $126K | Hold |
4,889
| – | – | 0.01% | 675 |
|
|
2017
Q4 | $116K | Hold |
4,889
| – | – | 0.01% | 696 |
|
|
2017
Q3 | $99K | Hold |
4,889
| – | – | 0.01% | 706 |
|
|
2017
Q2 | $98K | Hold |
4,889
| – | – | 0.01% | 688 |
|
|
2017
Q1 | $107K | Hold |
4,889
| – | – | 0.01% | 641 |
|
|
2016
Q4 | $100K | Hold |
4,889
| – | – | 0.01% | 620 |
|
|
2016
Q3 | $117K | Hold |
4,889
| – | – | 0.02% | 562 |
|
|
2016
Q2 | $133K | Hold |
4,889
| – | – | 0.02% | 524 |
|
|
2016
Q1 | $107K | Buy |
+4,889
| New | +$107K | 0.02% | 563 |
|