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
2026 Q1	$475K	Buy	+3,465	New	+$536K	0.01%	1238
2025 Q4	–	Sell	-4,261	Closed	-$591K	–	1817
2025 Q3	$591K	Buy	4,261 +221	+5%	+$29K	0.01%	1028
2025 Q2	$464K	Buy	4,040 +145	+4%	+$16.2K	0.01%	1077
2025 Q1	$423K	Buy	3,895 +80	+2%	+$9.33K	0.01%	1044
2024 Q4	$441K	Buy	3,815 +1,018	+36%	+$141K	0.01%	978
2024 Q3	$440K	Buy	2,797 +119	+4%	+$18.6K	0.01%	925
2024 Q2	$430K	Buy	2,678 +65	+2%	+$10.9K	0.01%	894
2024 Q1	$450K	Buy	2,613 +156	+6%	+$23.5K	0.01%	842
2023 Q4	$346K	Buy	+2,457	New	+$296K	0.01%	887
2022 Q2	–	Sell	-1,993	Closed	-$237K	–	1020
2022 Q1	$237K	Buy	1,993 +28	+1%	+$3.32K	0.01%	829
2021 Q4	$267K	Buy	1,965 +1	+0.1%	+$123	0.01%	816
2021 Q3	$212K	Buy	1,964 +17	+0.9%	+$1.96K	0.01%	830
2021 Q2	$227K	Hold	1,947	–	–	0.01%	766
2021 Q1	$201K	Buy	+1,947	New	+$190K	0.01%	739