Pathstone Family Office’s Advanced Drainage Systems WMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$434K Sell
2023
Q2
$439K Sell
2023
Q1
$328K Buy
2022
Q4
$413K Sell
2022
Q3
$1.25M Buy
2022
Q2
$488K Sell
2022
Q1
$808K Buy
2021
Q4
$685K Sell
2021
Q3
$546K Buy
2021
Q2
$553K Buy