Steward Partners Investment Advisory’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	$239K	Buy	1,741 +96	+6%	+$14.9K	﹤0.01%	1928
2025 Q4	$238K	Sell	1,645 -84	-5%	-$12.2K	﹤0.01%	1841
2025 Q3	$240K	Buy	1,729 +638	+58%	+$83.8K	﹤0.01%	1775
2025 Q2	$125K	Sell	1,091 -73	-6%	-$8.18K	﹤0.01%	1983
2025 Q1	$126K	Sell	1,164 -1,039	-47%	-$121K	﹤0.01%	1887
2024 Q4	$255K	Buy	2,203 +818	+59%	+$114K	﹤0.01%	1486
2024 Q3	$218K	Buy	1,385 +355	+34%	+$55.4K	﹤0.01%	1490
2024 Q2	$165K	Buy	1,030 +705	+217%	+$118K	﹤0.01%	1536
2024 Q1	$56K	Buy	325 +110	+51%	+$16.6K	﹤0.01%	2046
2023 Q4	$30.2K	Buy	215 +50	+30%	+$6.03K	﹤0.01%	2199
2023 Q3	$18.8K	Hold	165	–	–	﹤0.01%	2338
2023 Q2	$18.8K	Buy	+165	New	+$15.6K	﹤0.01%	2321