Lifestyle Asset Management’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 | $1.1M | Buy |
9,572
+1,360
| +17% | +$156K | 0.51% | 46 |
|
|
2025
Q1 | $892K | Buy |
8,212
+795
| +11% | +$86.4K | 0.49% | 45 |
|
|
2024
Q4 | $857K | Buy |
7,417
+338
| +5% | +$39.1K | 0.47% | 48 |
|
|
2024
Q3 | $1.11M | Buy |
7,079
+229
| +3% | +$36K | 0.61% | 37 |
|
|
2024
Q2 | $1.1M | Sell |
6,850
-862
| -11% | -$138K | 0.63% | 32 |
|
|
2024
Q1 | $1.33M | Sell |
7,712
-1,891
| -20% | -$326K | 0.78% | 23 |
|
|
2023
Q4 | $1.35M | Sell |
9,603
-170
| -2% | -$23.9K | 0.75% | 23 |
|
|
2023
Q3 | $1.11M | Sell |
9,773
-711
| -7% | -$80.9K | 0.67% | 27 |
|
|
2023
Q2 | $1.19M | Buy |
10,484
+227
| +2% | +$25.8K | 0.72% | 21 |
|
|
2023
Q1 | $864K | Sell |
10,257
-77
| -0.7% | -$6.48K | 0.58% | 43 |
|
|
2022
Q4 | $847K | Buy |
+10,334
| New | +$847K | 0.68% | 41 |
|