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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $350K | Hold |
|
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|
2025
Q2 | $290K | Hold |
|
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|
2025
Q1 | $274K | Hold |
|
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|
2024
Q4 | $292K | Hold |
|
|||||
|
2024
Q3 | $397K | Sell |
|
|||||
|
2024
Q2 | $485K | Hold |
|
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|
2024
Q1 | $521K | Buy |
|
|||||
|
2023
Q4 | $422K | Hold |
|
|||||
|
2023
Q3 | $341K | Hold |
|
|||||
|
2023
Q2 | $341K | Hold |
|
|||||
|
2023
Q1 | $253K | Hold |
|
|||||
|
2022
Q4 | $246K | Hold |
|
|||||
|
2022
Q3 | $373K | Hold |
|
|||||
|
2022
Q2 | $270K | Hold |
|
|||||
|
2022
Q1 | $356K | Hold |
|
|||||
|
2021
Q4 | $408K | Hold |
|
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|
2021
Q3 | $325K | Hold |
|
|||||
|
2021
Q2 | $350K | Sell |
|
|||||
|
2021
Q1 | $372K | Sell |
|
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|
2020
Q4 | $407K | Buy |
|