LPL Financial’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 | $5.5M | Buy |
47,914
+29,341
| +158% | +$3.37M | ﹤0.01% | 2215 |
|
|
2025
Q1 | $2.02M | Buy |
18,573
+772
| +4% | +$83.9K | ﹤0.01% | 2923 |
|
|
2024
Q4 | $2.06M | Buy |
17,801
+980
| +6% | +$113K | ﹤0.01% | 2818 |
|
|
2024
Q3 | $2.64M | Sell |
16,821
-11,435
| -40% | -$1.8M | ﹤0.01% | 2447 |
|
|
2024
Q2 | $4.53M | Buy |
28,256
+20
| +0.1% | +$3.21K | ﹤0.01% | 1928 |
|
|
2024
Q1 | $4.86M | Buy |
28,236
+11,317
| +67% | +$1.95M | ﹤0.01% | 1801 |
|
|
2023
Q4 | $2.38M | Sell |
16,919
-157
| -0.9% | -$22.1K | ﹤0.01% | 2255 |
|
|
2023
Q3 | $1.94M | Sell |
17,076
-2,005
| -11% | -$228K | ﹤0.01% | 2296 |
|
|
2023
Q2 | $2.17M | Sell |
19,081
-5,412
| -22% | -$616K | ﹤0.01% | 2166 |
|
|
2023
Q1 | $2.06M | Buy |
24,493
+7,594
| +45% | +$640K | ﹤0.01% | 2115 |
|
|
2022
Q4 | $1.39M | Buy |
16,899
+20
| +0.1% | +$1.64K | ﹤0.01% | 2380 |
|
|
2022
Q3 | $2.1M | Buy |
16,879
+11,401
| +208% | +$1.42M | ﹤0.01% | 1939 |
|
|
2022
Q2 | $493K | Sell |
5,478
-1,492
| -21% | -$134K | ﹤0.01% | 3202 |
|
|
2022
Q1 | $828K | Sell |
6,970
-633
| -8% | -$75.2K | ﹤0.01% | 2764 |
|
|
2021
Q4 | $1.04M | Sell |
7,603
-21,678
| -74% | -$2.95M | ﹤0.01% | 2620 |
|
|
2021
Q3 | $3.17M | Buy |
29,281
+2,530
| +9% | +$274K | ﹤0.01% | 1699 |
|
|
2021
Q2 | $3.12M | Sell |
26,751
-2,996
| -10% | -$349K | ﹤0.01% | 1657 |
|
|
2021
Q1 | $3.08M | Buy |
29,747
+25,139
| +546% | +$2.6M | ﹤0.01% | 1554 |
|
|
2020
Q4 | $385K | Buy |
4,608
+739
| +19% | +$61.7K | ﹤0.01% | 2984 |
|
|
2020
Q3 | $242K | Sell |
3,869
-7,118
| -65% | -$445K | ﹤0.01% | 3044 |
|
|
2020
Q2 | $543K | Buy |
+10,987
| New | +$543K | ﹤0.01% | 2302 |
|