LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.89M | Sell |
42,934
-2,740
| -6% | -$424K | ﹤0.01% | 2482 |
|
|
2025
Q4 | $6.61M | Sell |
45,674
-4,921
| -10% | -$713K | ﹤0.01% | 2293 |
|
|
2025
Q3 | $7.02M | Buy |
50,595
+2,681
| +6% | +$352K | ﹤0.01% | 2201 |
|
|
2025
Q2 | $5.5M | Buy |
47,914
+29,341
| +158% | +$3.29M | ﹤0.01% | 2222 |
|
|
2025
Q1 | $2.02M | Buy |
18,573
+772
| +4% | +$90K | ﹤0.01% | 2943 |
|
|
2024
Q4 | $2.06M | Buy |
17,801
+980
| +6% | +$136K | ﹤0.01% | 2834 |
|
|
2024
Q3 | $2.64M | Sell |
16,821
-11,435
| -40% | -$1.79M | ﹤0.01% | 2467 |
|
|
2024
Q2 | $4.53M | Buy |
28,256
+20
| +0.1% | +$3.34K | ﹤0.01% | 1937 |
|
|
2024
Q1 | $4.86M | Buy |
28,236
+11,317
| +67% | +$1.7M | ﹤0.01% | 1807 |
|
|
2023
Q4 | $2.38M | Sell |
16,919
-157
| -0.9% | -$18.9K | ﹤0.01% | 2269 |
|
|
2023
Q3 | $1.94M | Sell |
17,076
-2,005
| -11% | -$245K | ﹤0.01% | 2304 |
|
|
2023
Q2 | $2.17M | Sell |
19,081
-5,412
| -22% | -$511K | ﹤0.01% | 2172 |
|
|
2023
Q1 | $2.06M | Buy |
24,493
+7,594
| +45% | +$668K | ﹤0.01% | 2118 |
|
|
2022
Q4 | $1.39M | Buy |
16,899
+20
| +0.1% | +$2.03K | ﹤0.01% | 2384 |
|
|
2022
Q3 | $2.1M | Buy |
16,879
+11,401
| +208% | +$1.42M | ﹤0.01% | 1942 |
|
|
2022
Q2 | $493K | Sell |
5,478
-1,492
| -21% | -$153K | ﹤0.01% | 3219 |
|
|
2022
Q1 | $828K | Sell |
6,970
-633
| -8% | -$75.1K | ﹤0.01% | 2770 |
|
|
2021
Q4 | $1.03M | Sell |
7,603
-21,678
| -74% | -$2.67M | ﹤0.01% | 2629 |
|
|
2021
Q3 | $3.17M | Buy |
29,281
+2,530
| +9% | +$291K | ﹤0.01% | 1703 |
|
|
2021
Q2 | $3.12M | Sell |
26,751
-2,996
| -10% | -$333K | ﹤0.01% | 1660 |
|
|
2021
Q1 | $3.08M | Buy |
29,747
+25,139
| +546% | +$2.46M | ﹤0.01% | 1556 |
|
|
2020
Q4 | $385K | Buy |
4,608
+739
| +19% | +$52.4K | ﹤0.01% | 2995 |
|
|
2020
Q3 | $242K | Sell |
3,869
-7,118
| -65% | -$385K | ﹤0.01% | 3062 |
|
|
2020
Q2 | $543K | Buy |
+10,987
| New | +$451K | ﹤0.01% | 2316 |
|
Other funds holding WMS
VPM
VCM
