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 |
|