LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Advanced Drainage Systems WMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8K | Hold |
233
| – | – | ﹤0.01% | 435 |
|
|
2025
Q1 | $24.7K | Hold |
233
| – | – | ﹤0.01% | 433 |
|
|
2024
Q4 | $29.1K | Hold |
233
| – | – | ﹤0.01% | 436 |
|
|
2024
Q3 | $35.2K | Hold |
233
| – | – | ﹤0.01% | 419 |
|
|
2024
Q2 | $41.6K | Hold |
233
| – | – | ﹤0.01% | 409 |
|
|
2024
Q1 | $36.5K | Hold |
233
| – | – | ﹤0.01% | 420 |
|
|
2023
Q4 | $30.4K | Hold |
233
| – | – | ﹤0.01% | 433 |
|
|
2023
Q3 | $25K | Hold |
233
| – | – | ﹤0.01% | 465 |
|
|
2023
Q2 | $26.5K | Buy |
233
+113
| +94% | +$12.9K | ﹤0.01% | 480 |
|
|
2023
Q1 | $10.1K | Buy |
+120
| New | +$10.1K | ﹤0.01% | 513 |
|
|
2021
Q3 | – | Sell |
-20
| Closed | -$2K | – | 944 |
|
|
2021
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 902 |
|