Steward Partners Investment Advisory’s Advanced Drainage Systems WMS Stock Holding History

Steward Partners Investment Advisory’s Portfolio WMS Stock Details WMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$125K	Sell
2025 Q1	$126K	Sell
2024 Q4	$255K	Buy
2024 Q3	$218K	Buy
2024 Q2	$165K	Buy
2024 Q1	$56K	Buy
2023 Q4	$30.2K	Buy
2023 Q3	$18.8K	Hold
2023 Q2	$18.8K	Buy