Institute for 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 | $290K | Hold |
2,523
| – | – | 0.03% | 444 |
|
|
2025
Q1 | $274K | Hold |
2,523
| – | – | 0.04% | 436 |
|
|
2024
Q4 | $292K | Hold |
2,523
| – | – | 0.04% | 402 |
|
|
2024
Q3 | $397K | Sell |
2,523
-501
| -17% | -$78.7K | 0.05% | 350 |
|
|
2024
Q2 | $485K | Hold |
3,024
| – | – | 0.07% | 285 |
|
|
2024
Q1 | $521K | Buy |
3,024
+24
| +0.8% | +$4.13K | 0.07% | 276 |
|
|
2023
Q4 | $422K | Hold |
3,000
| – | – | 0.07% | 297 |
|
|
2023
Q3 | $341K | Hold |
3,000
| – | – | 0.06% | 317 |
|
|
2023
Q2 | $341K | Hold |
3,000
| – | – | 0.06% | 329 |
|
|
2023
Q1 | $253K | Hold |
3,000
| – | – | 0.05% | 385 |
|
|
2022
Q4 | $246K | Hold |
3,000
| – | – | 0.05% | 381 |
|
|
2022
Q3 | $373K | Hold |
3,000
| – | – | 0.08% | 295 |
|
|
2022
Q2 | $270K | Hold |
3,000
| – | – | 0.05% | 419 |
|
|
2022
Q1 | $356K | Hold |
3,000
| – | – | 0.06% | 370 |
|
|
2021
Q4 | $408K | Hold |
3,000
| – | – | 0.07% | 315 |
|
|
2021
Q3 | $325K | Hold |
3,000
| – | – | 0.06% | 347 |
|
|
2021
Q2 | $350K | Sell |
3,000
-600
| -17% | -$70K | 0.06% | 336 |
|
|
2021
Q1 | $372K | Sell |
3,600
-1,274
| -26% | -$132K | 0.07% | 316 |
|
|
2020
Q4 | $407K | Buy |
+4,874
| New | +$407K | 0.08% | 291 |
|