Journey Advisory Group’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
Q1 | – | Sell |
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2024
Q4 | $275K | Hold |
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2024
Q3 | $275K | Hold |
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2024
Q2 | $275K | Sell |
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2024
Q1 | $817K | Hold |
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2023
Q4 | $667K | Sell |
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2023
Q3 | $563K | Buy |
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2023
Q2 | $563K | Sell |
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2023
Q1 | $446K | Sell |
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2022
Q4 | $443K | Sell |
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2022
Q3 | $986K | Sell |
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2022
Q2 | $1.01M | Sell |
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2022
Q1 | $1.13M | Hold |
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2021
Q4 | $1.3M | Sell |
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2021
Q3 | $1.04M | Hold |
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2021
Q2 | $1.12M | Hold |
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2021
Q1 | $990K | Hold |
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2020
Q4 | $801K | Buy |
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