OWA
Outlook Wealth Advisors’s Advanced Drainage Systems WMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
2,754
-20
| -0.7% | -$2.3K | 0.08% | 221 |
|
|
2025
Q1 | $301K | Buy |
2,774
+73
| +3% | +$7.93K | 0.08% | 224 |
|
|
2024
Q4 | $312K | Buy |
2,701
+613
| +29% | +$70.9K | 0.09% | 215 |
|
|
2024
Q3 | $328K | Buy |
2,088
+160
| +8% | +$25.1K | 0.09% | 210 |
|
|
2024
Q2 | $309K | Buy |
+1,928
| New | +$309K | 0.1% | 210 |
|