Marshall Financial Group (Maryland)’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 | $1.07M | Buy |
9,261
+563
| +6% | +$65.1K | 0.21% | 110 |
|
|
2025
Q1 | $945K | Buy |
8,698
+1,177
| +16% | +$128K | 0.21% | 121 |
|
|
2024
Q4 | $869K | Buy |
7,521
+56
| +0.8% | +$6.47K | 0.21% | 124 |
|
|
2024
Q3 | $1.17M | Buy |
7,465
+170
| +2% | +$26.7K | 0.28% | 94 |
|
|
2024
Q2 | $1.17M | Buy |
7,295
+166
| +2% | +$26.6K | 0.33% | 77 |
|
|
2024
Q1 | $1.23M | Buy |
7,129
+544
| +8% | +$93.7K | 0.35% | 72 |
|
|
2023
Q4 | $926K | Buy |
+6,585
| New | +$926K | 0.3% | 89 |
|