Institute for 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
2026 Q1	$346K	Hold	2,523	–	–	0.04%	395
2025 Q4	$365K	Hold	2,523	–	–	0.04%	388
2025 Q3	$350K	Hold	2,523	–	–	0.04%	416
2025 Q2	$290K	Hold	2,523	–	–	0.03%	445
2025 Q1	$274K	Hold	2,523	–	–	0.04%	437
2024 Q4	$292K	Hold	2,523	–	–	0.04%	403
2024 Q3	$397K	Sell	2,523 -501	-17%	-$78.2K	0.05%	350
2024 Q2	$485K	Hold	3,024	–	–	0.07%	285
2024 Q1	$521K	Buy	3,024 +24	+0.8%	+$3.61K	0.07%	280
2023 Q4	$422K	Hold	3,000	–	–	0.07%	301
2023 Q3	$341K	Hold	3,000	–	–	0.06%	323
2023 Q2	$341K	Hold	3,000	–	–	0.06%	336
2023 Q1	$253K	Hold	3,000	–	–	0.05%	390
2022 Q4	$246K	Hold	3,000	–	–	0.05%	387
2022 Q3	$373K	Hold	3,000	–	–	0.08%	295
2022 Q2	$270K	Hold	3,000	–	–	0.05%	421
2022 Q1	$356K	Hold	3,000	–	–	0.06%	374
2021 Q4	$408K	Hold	3,000	–	–	0.07%	315
2021 Q3	$325K	Hold	3,000	–	–	0.06%	350
2021 Q2	$350K	Sell	3,000 -600	-17%	-$66.6K	0.06%	336
2021 Q1	$372K	Sell	3,600 -1,274	-26%	-$125K	0.07%	318
2020 Q4	$407K	Buy	+4,874	New	+$345K	0.08%	296