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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $238K | Sell |
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|
2025
Q3 | $240K | Buy |
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|
2025
Q2 | $125K | Sell |
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|
2025
Q1 | $126K | Sell |
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|
2024
Q4 | $255K | Buy |
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|
2024
Q3 | $218K | Buy |
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|
2024
Q2 | $165K | Buy |
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|
2024
Q1 | $56K | Buy |
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|
2023
Q4 | $30.2K | Buy |
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|
2023
Q3 | $18.8K | Hold |
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|
2023
Q2 | $18.8K | Buy |
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