TFC Financial Management’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
$115 Sell
1
-83
-99% -$9.55K ﹤0.01% 858
2025
Q1
$9.13K Sell
84
-84
-50% -$9.13K ﹤0.01% 364
2024
Q4
$19.4K Sell
168
-168
-50% -$19.4K ﹤0.01% 317
2024
Q3
$52.8K Sell
336
-63
-16% -$9.9K 0.01% 248
2024
Q2
$64K Hold
399
0.01% 218
2024
Q1
$68.7K Buy
399
+1
+0.3% +$172 0.01% 210
2023
Q4
$56K Hold
398
0.01% 219
2023
Q3
$45.3K Hold
398
0.01% 225
2023
Q2
$45.3K Hold
398
0.01% 224
2023
Q1
$33.5K Hold
398
0.01% 264
2022
Q4
$32.6K Buy
398
+100
+34% +$8.2K 0.01% 225
2022
Q3
$37K Hold
298
0.01% 216
2022
Q2
$27K Buy
298
+45
+18% +$4.08K 0.01% 239
2022
Q1
$30K Hold
253
0.01% 232
2021
Q4
$34K Buy
253
+20
+9% +$2.69K 0.01% 231
2021
Q3
$25K Hold
233
0.01% 251
2021
Q2
$27K Hold
233
0.01% 244
2021
Q1
$24K Buy
233
+27
+13% +$2.78K 0.01% 236
2020
Q4
$17K Hold
206
0.01% 270
2020
Q3
$13K Buy
+206
New +$13K 0.01% 278