Great Valley Advisor Group’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 | – | Sell |
-2,051
| Closed | -$223K | – | 946 |
|
|
2025
Q1 | $223K | Hold |
2,051
| – | – | ﹤0.01% | 807 |
|
|
2024
Q4 | $237K | Sell |
2,051
-18
| -0.9% | -$2.08K | 0.01% | 762 |
|
|
2024
Q3 | $325K | Hold |
2,069
| – | – | 0.01% | 670 |
|
|
2024
Q2 | $332K | Sell |
2,069
-19
| -0.9% | -$3.05K | 0.01% | 620 |
|
|
2024
Q1 | $359K | Buy |
2,088
+19
| +0.9% | +$3.27K | 0.01% | 561 |
|
|
2023
Q4 | $291K | Hold |
2,069
| – | – | 0.01% | 588 |
|
|
2023
Q3 | $236K | Hold |
2,069
| – | – | 0.01% | 592 |
|
|
2023
Q2 | $235K | Buy |
+2,069
| New | +$235K | 0.01% | 624 |
|