PFG Investments’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
2026 Q1	$872K	Sell	6,356 -142	-2%	-$22K	0.04%	398
2025 Q4	$941K	Hold	6,498	–	–	0.04%	362
2025 Q3	$901K	Sell	6,498 -270	-4%	-$35.5K	0.05%	364
2025 Q2	$777K	Sell	6,768 -1,686	-20%	-$189K	0.05%	373
2025 Q1	$919K	Hold	8,454	–	–	0.06%	320
2024 Q4	$977K	Sell	8,454 -181	-2%	-$25.1K	0.06%	302
2024 Q3	$1.36M	Buy	8,635 +321	+4%	+$50.1K	0.09%	223
2024 Q2	$1.33M	Hold	8,314	–	–	0.1%	203
2024 Q1	$1.43M	Sell	8,314 -1,475	-15%	-$222K	0.09%	258
2023 Q4	$1.38M	Sell	9,789 -1,175	-11%	-$142K	0.26%	86
2023 Q3	$1.25M	Sell	10,964 -1,495	-12%	-$183K	0.23%	82
2023 Q2	$1.42M	Hold	12,459	–	–	0.25%	88
2023 Q1	$1.05M	Buy	+12,459	New	+$1.1M	0.21%	103