JWM
Jessup Wealth Management’s Advanced Drainage Systems WMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Buy |
7,081
+11
| +0.2% | +$1.26K | 0.33% | 41 |
|
|
2025
Q1 | $768K | Buy |
7,070
+3,411
| +93% | +$371K | 0.32% | 41 |
|
|
2024
Q4 | $423K | Buy |
3,659
+1,503
| +70% | +$174K | 0.18% | 48 |
|
|
2024
Q3 | $339K | Buy |
2,156
+2
| +0.1% | +$314 | 0.16% | 45 |
|
|
2024
Q2 | $345K | Buy |
2,154
+2
| +0.1% | +$321 | 0.15% | 47 |
|
|
2024
Q1 | $371K | Buy |
+2,152
| New | +$371K | 0.16% | 45 |
|