IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $181K | Buy |
1,321
+1,284
| +3,470% | +$199K | ﹤0.01% | 1458 |
|
|
2025
Q4 | $5.36K | Buy |
37
+21
| +131% | +$3.04K | ﹤0.01% | 3375 |
|
|
2025
Q3 | $2.22K | Buy |
+16
| New | +$2.1K | ﹤0.01% | 3651 |
|
|
2025
Q2 | – | Sell |
-186
| Closed | -$20.8K | – | 2013 |
|
|
2025
Q1 | $22.2K | Buy |
186
+69
| +59% | +$8.04K | ﹤0.01% | 2252 |
|
|
2024
Q4 | $15.6K | Buy |
117
+6
| +5% | +$833 | ﹤0.01% | 2356 |
|
|
2024
Q3 | $17.4K | Buy |
111
+96
| +640% | +$15K | ﹤0.01% | 2193 |
|
|
2024
Q2 | $2.41K | Sell |
15
-87
| -85% | -$14.5K | ﹤0.01% | 2772 |
|
|
2024
Q1 | $17.6K | Buy |
+102
| New | +$15.4K | ﹤0.01% | 2029 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$455 | – | 3368 |
|
|
2023
Q3 | $455 | Buy |
+4
| New | +$488 | ﹤0.01% | 3115 |
|
|
2023
Q2 | – | Sell |
-555
| Closed | -$16.2K | – | 3592 |
|
|
2023
Q1 | $16.2K | Sell |
555
-24
| -4% | -$2.11K | ﹤0.01% | 2100 |
|
|
2022
Q4 | $18K | Sell |
579
-160
| -22% | -$16.2K | ﹤0.01% | 2997 |
|
|
2022
Q3 | $27K | Buy |
739
+4
| +0.5% | +$498 | ﹤0.01% | 2851 |
|
|
2022
Q2 | $27K | Hold |
735
| – | – | ﹤0.01% | 2620 |
|
|
2022
Q1 | $27K | Buy |
735
+12
| +2% | +$1.42K | ﹤0.01% | 2620 |
|
|
2021
Q4 | $100K | Hold |
723
| – | – | ﹤0.01% | 1265 |
|
|
2021
Q3 | $79K | Sell |
723
-60
| -8% | -$6.9K | ﹤0.01% | 1395 |
|
|
2021
Q2 | $89K | Buy |
783
+184
| +31% | +$20.4K | ﹤0.01% | 1292 |
|
|
2021
Q1 | $58K | Sell |
599
-51
| -8% | -$4.98K | ﹤0.01% | 1407 |
|
|
2020
Q4 | $52K | Buy |
650
+601
| +1,227% | +$42.6K | ﹤0.01% | 1425 |
|
|
2020
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 2398 |
|
|
2020
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 2303 |
|
|
2020
Q1 | $1K | Buy |
+49
| New | +$1.98K | ﹤0.01% | 2640 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$2K | – | 4230 |
|
|
2017
Q2 | $2K | Sell |
100
-1,709
| -94% | -$36.7K | ﹤0.01% | 3781 |
|
|
2017
Q1 | $40K | Buy |
1,809
+100
| +6% | +$2.27K | ﹤0.01% | 2059 |
|
|
2016
Q4 | $35K | Hold |
1,709
| – | – | ﹤0.01% | 2089 |
|
|
2016
Q3 | $41K | Buy |
+1,709
| New | +$43.5K | ﹤0.01% | 1946 |
|
Other funds holding WMS
VPM
VCM
