PFG Investments’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 | $777K | Sell |
6,768
-1,686
| -20% | -$194K | 0.05% | 373 |
|
|
2025
Q1 | $919K | Hold |
8,454
| – | – | 0.06% | 320 |
|
|
2024
Q4 | $977K | Sell |
8,454
-181
| -2% | -$20.9K | 0.06% | 302 |
|
|
2024
Q3 | $1.36M | Buy |
8,635
+321
| +4% | +$50.4K | 0.09% | 223 |
|
|
2024
Q2 | $1.33M | Hold |
8,314
| – | – | 0.1% | 203 |
|
|
2024
Q1 | $1.43M | Sell |
8,314
-1,475
| -15% | -$254K | 0.09% | 258 |
|
|
2023
Q4 | $1.38M | Sell |
9,789
-1,175
| -11% | -$165K | 0.26% | 86 |
|
|
2023
Q3 | $1.25M | Sell |
10,964
-1,495
| -12% | -$170K | 0.23% | 82 |
|
|
2023
Q2 | $1.42M | Hold |
12,459
| – | – | 0.25% | 87 |
|
|
2023
Q1 | $1.05M | Buy |
+12,459
| New | +$1.05M | 0.21% | 102 |
|