Kestra Private Wealth Services’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 | $464K | Buy |
4,040
+145
| +4% | +$16.7K | 0.01% | 1074 |
|
|
2025
Q1 | $423K | Buy |
3,895
+80
| +2% | +$8.69K | 0.01% | 1042 |
|
|
2024
Q4 | $441K | Buy |
3,815
+1,018
| +36% | +$118K | 0.01% | 975 |
|
|
2024
Q3 | $440K | Buy |
2,797
+119
| +4% | +$18.7K | 0.01% | 924 |
|
|
2024
Q2 | $430K | Buy |
2,678
+65
| +2% | +$10.4K | 0.01% | 892 |
|
|
2024
Q1 | $450K | Buy |
2,613
+156
| +6% | +$26.9K | 0.01% | 842 |
|
|
2023
Q4 | $346K | Buy |
+2,457
| New | +$346K | 0.01% | 887 |
|
|
2022
Q2 | – | Sell |
-1,993
| Closed | -$237K | – | 1020 |
|
|
2022
Q1 | $237K | Buy |
1,993
+28
| +1% | +$3.33K | 0.01% | 829 |
|
|
2021
Q4 | $267K | Buy |
1,965
+1
| +0.1% | +$136 | 0.01% | 816 |
|
|
2021
Q3 | $212K | Buy |
1,964
+17
| +0.9% | +$1.84K | 0.01% | 830 |
|
|
2021
Q2 | $227K | Hold |
1,947
| – | – | 0.01% | 766 |
|
|
2021
Q1 | $201K | Buy |
+1,947
| New | +$201K | 0.01% | 739 |
|