Phoenix Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $246K | Sell |
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|
2025
Q2 | $264K | Sell |
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|
2025
Q1 | $269K | Buy |
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|
2024
Q4 | $271K | Sell |
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|
2024
Q3 | $387K | Buy |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $307K | Sell |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $294K | Buy |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $351K | Sell |
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|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $397K | Sell |
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|
2021
Q4 | $584K | Sell |
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|
2021
Q3 | $509K | Sell |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $215K | Buy |
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