Nicolet Advisory Services’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 | $589K | Buy |
5,175
+984
| +23% | +$112K | 0.05% | 191 |
|
|
2025
Q1 | $433K | Buy |
4,191
+167
| +4% | +$17.3K | 0.04% | 215 |
|
|
2024
Q4 | $454K | Buy |
4,024
+157
| +4% | +$17.7K | 0.04% | 220 |
|
|
2024
Q3 | $599K | Buy |
3,867
+210
| +6% | +$32.5K | 0.06% | 177 |
|
|
2024
Q2 | $576K | Buy |
3,657
+413
| +13% | +$65K | 0.06% | 171 |
|
|
2024
Q1 | $550K | Buy |
3,244
+661
| +26% | +$112K | 0.06% | 159 |
|
|
2023
Q4 | $332K | Buy |
2,583
+399
| +18% | +$51.3K | 0.04% | 231 |
|
|
2023
Q3 | $251K | Sell |
2,184
-153
| -7% | -$17.6K | 0.03% | 255 |
|
|
2023
Q2 | $259K | Buy |
+2,337
| New | +$259K | 0.03% | 253 |
|