Stratos Wealth Partners’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 | – | Sell |
-3,398
| Closed | -$369K | – | 1489 |
|
|
2025
Q1 | $369K | Sell |
3,398
-1,186
| -26% | -$129K | 0.01% | 1000 |
|
|
2024
Q4 | $530K | Buy |
4,584
+239
| +6% | +$27.6K | 0.01% | 916 |
|
|
2024
Q3 | $683K | Buy |
4,345
+504
| +13% | +$79.2K | 0.01% | 816 |
|
|
2024
Q2 | $616K | Buy |
3,841
+1,086
| +39% | +$174K | 0.01% | 825 |
|
|
2024
Q1 | $475K | Buy |
2,755
+512
| +23% | +$88.2K | 0.01% | 915 |
|
|
2023
Q4 | $315K | Buy |
+2,243
| New | +$315K | 0.01% | 1056 |
|
|
2017
Q1 | – | Sell |
-11,333
| Closed | -$233K | – | 865 |
|
|
2016
Q4 | $233K | Buy |
+11,333
| New | +$233K | 0.01% | 602 |
|