Stratos Wealth Advisors’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
Q1 | – | Sell |
-5,181
| Closed | -$599K | – | 761 |
|
|
2024
Q4 | $599K | Sell |
5,181
-45
| -0.9% | -$5.2K | 0.03% | 425 |
|
|
2024
Q3 | $821K | Buy |
5,226
+5
| +0.1% | +$786 | 0.04% | 394 |
|
|
2024
Q2 | $837K | Sell |
5,221
-99
| -2% | -$15.9K | 0.04% | 366 |
|
|
2024
Q1 | $916K | Buy |
5,320
+101
| +2% | +$17.4K | 0.05% | 344 |
|
|
2023
Q4 | $734K | Sell |
5,219
-200
| -4% | -$28.1K | 0.04% | 387 |
|
|
2023
Q3 | $617K | Buy |
5,419
+1
| +0% | +$114 | 0.04% | 392 |
|
|
2023
Q2 | $616K | Sell |
5,418
-122
| -2% | -$13.9K | 0.04% | 395 |
|
|
2023
Q1 | $467K | Buy |
5,540
+2
| +0% | +$168 | 0.04% | 430 |
|
|
2022
Q4 | $454K | Sell |
5,538
-701
| -11% | -$57.5K | 0.04% | 420 |
|
|
2022
Q3 | $776K | Buy |
6,239
+1
| +0% | +$124 | 0.08% | 280 |
|
|
2022
Q2 | $562K | Sell |
6,238
-1,003
| -14% | -$90.4K | 0.05% | 342 |
|
|
2022
Q1 | $860K | Buy |
7,241
+31
| +0.4% | +$3.68K | 0.07% | 295 |
|
|
2021
Q4 | $982K | Buy |
+7,210
| New | +$982K | 0.07% | 285 |
|
|
2020
Q1 | – | Sell |
-12,754
| Closed | -$495K | – | 305 |
|
|
2019
Q4 | $495K | Buy |
12,754
+30
| +0.2% | +$1.16K | 0.28% | 78 |
|
|
2019
Q3 | $411K | Buy |
12,724
+35
| +0.3% | +$1.13K | 0.16% | 142 |
|
|
2019
Q2 | $416K | Sell |
12,689
-870
| -6% | -$28.5K | 0.17% | 137 |
|
|
2019
Q1 | $349K | Sell |
13,559
-955
| -7% | -$24.6K | 0.19% | 139 |
|
|
2018
Q4 | $352K | Buy |
+14,514
| New | +$352K | 0.23% | 125 |
|