Loring Wolcott & Coolidge Fiduciary Advisors’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 | $26.8K | Hold |
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2025
Q1 | $24.7K | Hold |
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2024
Q4 | $29.1K | Hold |
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2024
Q3 | $35.2K | Hold |
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2024
Q2 | $41.6K | Hold |
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2024
Q1 | $36.5K | Hold |
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2023
Q4 | $30.4K | Hold |
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2023
Q3 | $25K | Hold |
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2023
Q2 | $26.5K | Buy |
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2023
Q1 | $10.1K | Buy |
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2021
Q3 | – | Sell |
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2021
Q2 | $2K | Buy |
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