Simon Quick Advisors’s Advanced Drainage Systems WMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+1,958
| New | +$225K | 0.01% | 719 |
|
|
2022
Q2 | – | Sell |
-193
| Closed | -$23K | – | 398 |
|
|
2022
Q1 | $23K | Hold |
193
| – | – | 0.01% | 271 |
|
|
2021
Q4 | $26K | Sell |
193
-218
| -53% | -$29.4K | 0.01% | 269 |
|
|
2021
Q3 | $44K | Buy |
411
+219
| +114% | +$23.4K | 0.01% | 268 |
|
|
2021
Q2 | $22K | Hold |
192
| – | – | 0.01% | 329 |
|
|
2021
Q1 | $19K | Hold |
192
| – | – | 0.01% | 357 |
|
|
2020
Q4 | $16K | Buy |
+192
| New | +$16K | ﹤0.01% | 345 |
|