Montag & Associates’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 | – | Sell |
-144
| Closed | -$15.6K | – | 1030 |
|
|
2025
Q1 | $15.6K | Hold |
144
| – | – | ﹤0.01% | 739 |
|
|
2024
Q4 | $16.6K | Hold |
144
| – | – | ﹤0.01% | 728 |
|
|
2024
Q3 | $22.6K | Hold |
144
| – | – | ﹤0.01% | 717 |
|
|
2024
Q2 | $23.1K | Hold |
144
| – | – | ﹤0.01% | 692 |
|
|
2024
Q1 | $24.8K | Hold |
144
| – | – | ﹤0.01% | 675 |
|
|
2023
Q4 | $20.3K | Hold |
144
| – | – | ﹤0.01% | 688 |
|
|
2023
Q3 | $16.4K | Hold |
144
| – | – | ﹤0.01% | 684 |
|
|
2023
Q2 | $16.4K | Hold |
144
| – | – | ﹤0.01% | 687 |
|
|
2023
Q1 | $12.1K | Buy |
144
+70
| +95% | +$5.9K | ﹤0.01% | 718 |
|
|
2022
Q4 | $6.07K | Hold |
74
| – | – | ﹤0.01% | 795 |
|
|
2022
Q3 | $9K | Buy |
+74
| New | +$9K | ﹤0.01% | 742 |
|