Nisa Investment Advisors’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 | $128K | Buy |
1,116
+211
| +23% | +$24.2K | ﹤0.01% | 1319 |
|
2025
Q1 | $98.3K | Sell |
905
-20
| -2% | -$2.17K | ﹤0.01% | 1410 |
|
2024
Q4 | $107K | Hold |
925
| – | – | ﹤0.01% | 1457 |
|
2024
Q3 | $145K | Sell |
925
-95
| -9% | -$14.9K | ﹤0.01% | 1353 |
|
2024
Q2 | $164K | Buy |
1,020
+95
| +10% | +$15.2K | ﹤0.01% | 1363 |
|
2024
Q1 | $159K | Hold |
925
| – | – | ﹤0.01% | 1359 |
|
2023
Q4 | $130K | Buy |
925
+25
| +3% | +$3.52K | ﹤0.01% | 1381 |
|
2023
Q3 | $102K | Buy |
900
+200
| +29% | +$22.8K | ﹤0.01% | 1493 |
|
2023
Q2 | $79.6K | Buy |
700
+330
| +89% | +$37.5K | ﹤0.01% | 1581 |
|
2023
Q1 | $31K | Hold |
370
| – | – | ﹤0.01% | 1870 |
|
2022
Q4 | $30K | Hold |
370
| – | – | ﹤0.01% | 1937 |
|
2022
Q3 | $43K | Hold |
370
| – | – | ﹤0.01% | 1802 |
|
2022
Q2 | $33K | Hold |
370
| – | – | ﹤0.01% | 1886 |
|
2022
Q1 | $44K | Hold |
370
| – | – | ﹤0.01% | 1879 |
|
2021
Q4 | $42K | Sell |
370
-1,130
| -75% | -$128K | ﹤0.01% | 1775 |
|
2021
Q3 | $162 | Hold |
1,500
| – | – | ﹤0.01% | 1490 |
|
2021
Q2 | $175 | Hold |
1,500
| – | – | ﹤0.01% | 1455 |
|
2021
Q1 | $155 | Hold |
1,500
| – | – | ﹤0.01% | 1564 |
|
2020
Q4 | $125K | Buy |
1,500
+300
| +25% | +$25K | ﹤0.01% | 1651 |
|
2020
Q3 | $75K | Buy |
+1,200
| New | +$75K | ﹤0.01% | 1643 |
|