Steward Partners Investment Advisory’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 | $125K | Sell |
1,091
-73
| -6% | -$8.38K | ﹤0.01% | 1983 |
|
|
2025
Q1 | $126K | Sell |
1,164
-1,039
| -47% | -$113K | ﹤0.01% | 1887 |
|
|
2024
Q4 | $255K | Buy |
2,203
+818
| +59% | +$94.5K | ﹤0.01% | 1486 |
|
|
2024
Q3 | $218K | Buy |
1,385
+355
| +34% | +$55.8K | ﹤0.01% | 1490 |
|
|
2024
Q2 | $165K | Buy |
1,030
+705
| +217% | +$113K | ﹤0.01% | 1536 |
|
|
2024
Q1 | $56K | Buy |
325
+110
| +51% | +$18.9K | ﹤0.01% | 2046 |
|
|
2023
Q4 | $30.2K | Buy |
215
+50
| +30% | +$7.03K | ﹤0.01% | 2199 |
|
|
2023
Q3 | $18.8K | Hold |
165
| – | – | ﹤0.01% | 2338 |
|
|
2023
Q2 | $18.8K | Buy |
+165
| New | +$18.8K | ﹤0.01% | 2321 |
|