United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,433
| Closed | -$3.21M | – | 1102 |
|
|
2024
Q3 | $3.21M | Buy |
20,433
+16,526
| +423% | +$2.6M | 0.03% | 328 |
|
|
2024
Q2 | $627K | Sell |
3,907
-1,078
| -22% | -$173K | 0.01% | 642 |
|
|
2024
Q1 | $859K | Sell |
4,985
-736
| -13% | -$127K | 0.01% | 591 |
|
|
2023
Q4 | $805K | Buy |
+5,721
| New | +$805K | 0.01% | 598 |
|
|
2023
Q3 | – | Sell |
-5,462
| Closed | -$621K | – | 905 |
|
|
2023
Q2 | $621K | Sell |
5,462
-17,076
| -76% | -$1.94M | ﹤0.01% | 647 |
|
|
2023
Q1 | $1.9M | Sell |
22,538
-1,435
| -6% | -$121K | 0.01% | 457 |
|
|
2022
Q4 | $1.97M | Buy |
23,973
+4,340
| +22% | +$356K | 0.01% | 485 |
|
|
2022
Q3 | $2.44M | Buy |
+19,633
| New | +$2.44M | 0.01% | 438 |
|