JFS Wealth Advisors’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 | $3.33K | Sell |
29
-7
| -19% | -$804 | ﹤0.01% | 1229 |
|
|
2025
Q1 | $3.91K | Sell |
36
-8
| -18% | -$869 | ﹤0.01% | 1223 |
|
|
2024
Q4 | $5.09K | Hold |
44
| – | – | ﹤0.01% | 1122 |
|
|
2024
Q3 | $6.92K | Buy |
44
+1
| +2% | +$157 | ﹤0.01% | 993 |
|
|
2024
Q2 | $6.9K | Hold |
43
| – | – | ﹤0.01% | 926 |
|
|
2024
Q1 | $7.41K | Hold |
43
| – | – | ﹤0.01% | 922 |
|
|
2023
Q4 | $6.05K | Sell |
43
-6
| -12% | -$844 | ﹤0.01% | 977 |
|
|
2023
Q3 | $5.58K | Buy |
49
+14
| +40% | +$1.59K | ﹤0.01% | 953 |
|
|
2023
Q2 | $3.98K | Sell |
35
-3
| -8% | -$341 | ﹤0.01% | 1101 |
|
|
2023
Q1 | $3.2K | Buy |
38
+17
| +81% | +$1.43K | ﹤0.01% | 1179 |
|
|
2022
Q4 | $1.72K | Sell |
21
-28
| -57% | -$2.3K | ﹤0.01% | 1426 |
|
|
2022
Q3 | $6K | Buy |
49
+30
| +158% | +$3.67K | ﹤0.01% | 951 |
|
|
2022
Q2 | $2K | Sell |
19
-22
| -54% | -$2.32K | ﹤0.01% | 1413 |
|
|
2022
Q1 | $5K | Buy |
41
+27
| +193% | +$3.29K | ﹤0.01% | 1087 |
|
|
2021
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 1194 |
|