Isthmus Partners’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 | $330K | Hold |
2,875
| – | – | 0.04% | 175 |
|
|
2025
Q1 | $312K | Buy |
2,875
+150
| +6% | +$16.3K | 0.04% | 179 |
|
|
2024
Q4 | $315K | Buy |
2,725
+153
| +6% | +$17.7K | 0.04% | 179 |
|
|
2024
Q3 | $404K | Buy |
2,572
+342
| +15% | +$53.7K | 0.05% | 147 |
|
|
2024
Q2 | $358K | Buy |
2,230
+95
| +4% | +$15.2K | 0.04% | 151 |
|
|
2024
Q1 | $368K | Hold |
2,135
| – | – | 0.04% | 154 |
|
|
2023
Q4 | $300K | Buy |
+2,135
| New | +$300K | 0.04% | 161 |
|