Phoenix Financial’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 | $264K | Sell |
2,297
-166
| -7% | -$19K | ﹤0.01% | 352 |
|
|
2025
Q1 | $269K | Buy |
2,463
+121
| +5% | +$13.2K | ﹤0.01% | 309 |
|
|
2024
Q4 | $271K | Sell |
2,342
-113
| -5% | -$13.1K | ﹤0.01% | 318 |
|
|
2024
Q3 | $387K | Buy |
2,455
+262
| +12% | +$41.3K | 0.01% | 269 |
|
|
2024
Q2 | $354K | Buy |
2,193
+36
| +2% | +$5.81K | 0.01% | 276 |
|
|
2024
Q1 | $370K | Sell |
2,157
-439
| -17% | -$75.4K | 0.01% | 299 |
|
|
2023
Q4 | $370K | Sell |
2,596
-90
| -3% | -$12.8K | 0.01% | 259 |
|
|
2023
Q3 | $307K | Sell |
2,686
-805
| -23% | -$92.1K | 0.01% | 257 |
|
|
2023
Q2 | $399K | Sell |
3,491
-54
| -2% | -$6.17K | 0.01% | 248 |
|
|
2023
Q1 | $294K | Buy |
3,545
+911
| +35% | +$75.6K | 0.01% | 243 |
|
|
2022
Q4 | $218K | Sell |
2,634
-190
| -7% | -$15.7K | ﹤0.01% | 250 |
|
|
2022
Q3 | $351K | Sell |
2,824
-252
| -8% | -$31.3K | 0.01% | 258 |
|
|
2022
Q2 | $275K | Sell |
3,076
-251
| -8% | -$22.4K | 0.01% | 318 |
|
|
2022
Q1 | $397K | Sell |
3,327
-1,029
| -24% | -$123K | 0.01% | 306 |
|
|
2021
Q4 | $584K | Sell |
4,356
-308
| -7% | -$41.3K | 0.01% | 268 |
|
|
2021
Q3 | $509K | Sell |
4,664
-10,323
| -69% | -$1.13M | 0.01% | 316 |
|
|
2021
Q2 | $1.75M | Buy |
14,987
+2,260
| +18% | +$263K | 0.03% | 220 |
|
|
2021
Q1 | $1.28M | Buy |
12,727
+10,137
| +391% | +$1.02M | 0.03% | 262 |
|
|
2020
Q4 | $215K | Buy |
+2,590
| New | +$215K | 0.01% | 339 |
|