IFP Advisors’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 |
-186
| Closed | -$22.2K | – | 2013 |
|
|
2025
Q1 | $22.2K | Buy |
186
+69
| +59% | +$8.24K | ﹤0.01% | 2252 |
|
|
2024
Q4 | $15.6K | Buy |
117
+6
| +5% | +$800 | ﹤0.01% | 2356 |
|
|
2024
Q3 | $17.4K | Buy |
111
+96
| +640% | +$15.1K | ﹤0.01% | 2193 |
|
|
2024
Q2 | $2.41K | Sell |
15
-87
| -85% | -$14K | ﹤0.01% | 2772 |
|
|
2024
Q1 | $17.6K | Buy |
+102
| New | +$17.6K | ﹤0.01% | 2029 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$455 | – | 3368 |
|
|
2023
Q3 | $455 | Buy |
+4
| New | +$455 | ﹤0.01% | 3115 |
|
|
2023
Q2 | – | Sell |
-555
| Closed | -$16.2K | – | 3592 |
|
|
2023
Q1 | $16.2K | Sell |
555
-24
| -4% | -$701 | ﹤0.01% | 2100 |
|
|
2022
Q4 | $18K | Sell |
579
-160
| -22% | -$4.97K | ﹤0.01% | 2997 |
|
|
2022
Q3 | $27K | Buy |
739
+4
| +0.5% | +$146 | ﹤0.01% | 2852 |
|
|
2022
Q2 | $27K | Hold |
735
| – | – | ﹤0.01% | 2621 |
|
|
2022
Q1 | $27K | Buy |
735
+12
| +2% | +$441 | ﹤0.01% | 2621 |
|
|
2021
Q4 | $100K | Hold |
723
| – | – | ﹤0.01% | 1247 |
|
|
2021
Q3 | $79K | Sell |
723
-60
| -8% | -$6.56K | ﹤0.01% | 1353 |
|
|
2021
Q2 | $89K | Buy |
783
+184
| +31% | +$20.9K | ﹤0.01% | 1292 |
|
|
2021
Q1 | $58K | Sell |
599
-51
| -8% | -$4.94K | ﹤0.01% | 1406 |
|
|
2020
Q4 | $52K | Buy |
650
+601
| +1,227% | +$48.1K | ﹤0.01% | 1425 |
|
|
2020
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 2380 |
|
|
2020
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 2282 |
|
|
2020
Q1 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 2596 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$2K | – | 4182 |
|
|
2017
Q2 | $2K | Sell |
100
-1,709
| -94% | -$34.2K | ﹤0.01% | 3747 |
|
|
2017
Q1 | $40K | Buy |
1,809
+100
| +6% | +$2.21K | ﹤0.01% | 2042 |
|
|
2016
Q4 | $35K | Hold |
1,709
| – | – | ﹤0.01% | 2076 |
|
|
2016
Q3 | $41K | Buy |
+1,709
| New | +$41K | ﹤0.01% | 1936 |
|