Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24.7K | Sell |
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|
2025
Q2 | $23K | Sell |
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|
2025
Q1 | $33.7K | Buy |
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|
2024
Q4 | $11.6K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $42K | Hold |
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|
2021
Q3 | $34K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $160K | Hold |
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|
2019
Q1 | $125K | Hold |
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|
2018
Q4 | $117K | Hold |
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|
2018
Q3 | $151K | Hold |
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|
2018
Q2 | $139K | Hold |
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|
2018
Q1 | $126K | Hold |
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|
2017
Q4 | $116K | Hold |
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|
2017
Q3 | $99K | Hold |
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|
2017
Q2 | $98K | Hold |
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|
2017
Q1 | $107K | Hold |
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|
2016
Q4 | $100K | Hold |
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|
2016
Q3 | $117K | Hold |
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|
2016
Q2 | $133K | Hold |
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|
2016
Q1 | $107K | Buy |
|