Moody Aldrich Partners’s Advanced Drainage Systems WMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,894
| Closed | -$455K | – | 221 |
|
|
2024
Q3 | $455K | Sell |
2,894
-2
| -0.1% | -$314 | 0.08% | 132 |
|
|
2024
Q2 | $464K | Sell |
2,896
-2
| -0.1% | -$321 | 0.09% | 133 |
|
|
2024
Q1 | $499K | Sell |
2,898
-14
| -0.5% | -$2.41K | 0.08% | 139 |
|
|
2023
Q4 | $410K | Sell |
2,912
-8
| -0.3% | -$1.13K | 0.07% | 148 |
|
|
2023
Q3 | $332K | Sell |
2,920
-63
| -2% | -$7.17K | 0.06% | 156 |
|
|
2023
Q2 | $339K | Buy |
+2,983
| New | +$339K | 0.07% | 132 |
|