Jones Financial Companies’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 | $616K | Sell |
5,314
-7,369
| -58% | -$855K | ﹤0.01% | 1190 |
|
|
2025
Q1 | $1.37M | Buy |
12,683
+2,126
| +20% | +$230K | ﹤0.01% | 754 |
|
|
2024
Q4 | $1.22M | Buy |
10,557
+2,219
| +27% | +$257K | ﹤0.01% | 687 |
|
|
2024
Q3 | $1.34M | Buy |
8,338
+5,724
| +219% | +$917K | ﹤0.01% | 538 |
|
|
2024
Q2 | $419K | Buy |
2,614
+2,566
| +5,346% | +$412K | ﹤0.01% | 604 |
|
|
2024
Q1 | $8.3K | Buy |
48
+26
| +118% | +$4.5K | ﹤0.01% | 1095 |
|
|
2023
Q4 | $3.09K | Buy |
22
+11
| +100% | +$1.55K | ﹤0.01% | 841 |
|
|
2023
Q3 | $1.25K | Buy |
+11
| New | +$1.25K | ﹤0.01% | 611 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$2K | – | 791 |
|
|
2022
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 624 |
|