Valeo Financial Advisors’s Advanced Drainage Systems WMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Buy |
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|
2025
Q1 | $244K | Sell |
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|
2024
Q4 | $266K | Sell |
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|
2024
Q3 | $414K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $496K | Buy |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $457K | Buy |
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|
2023
Q1 | $272K | Sell |
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|
2022
Q4 | $523K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $272K | Sell |
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|
2021
Q2 | $467K | Buy |
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|
2021
Q1 | $156K | Buy |
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|
2020
Q4 | $42K | Buy |
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|
2020
Q3 | $11K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $218K | Buy |
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|
2019
Q4 | $17K | Sell |
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|
2019
Q3 | $142K | Sell |
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|
2019
Q2 | $242K | Sell |
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|
2019
Q1 | $260K | Sell |
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|
2018
Q4 | $365K | Buy |
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|
2018
Q3 | $362K | Buy |
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|
2018
Q2 | $338K | Buy |
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|
2018
Q1 | $155K | Sell |
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|
2017
Q4 | $298K | Buy |
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