Kestra Private Wealth Services’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
Q2 | $464K | Buy |
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|
2025
Q1 | $423K | Buy |
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|
2024
Q4 | $441K | Buy |
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|
2024
Q3 | $440K | Buy |
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|
2024
Q2 | $430K | Buy |
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|
2024
Q1 | $450K | Buy |
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|
2023
Q4 | $346K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $237K | Buy |
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|
2021
Q4 | $267K | Buy |
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|
2021
Q3 | $212K | Buy |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $201K | Buy |
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