Vantage Financial Partners (Wisconsin)’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	$1.56M	Sell	13,552 -966	-7%	-$111K	0.36%	47
2025 Q1	$1.58M	Hold	14,518	–	–	0.39%	37
2024 Q4	$1.68M	Hold	14,518	–	–	0.42%	34
2024 Q3	$2.28M	Hold	14,518	–	–	0.57%	23
2024 Q2	$2.33M	Hold	14,518	–	–	0.6%	25
2024 Q1	$2.5M	Buy	+14,518	New	+$2.5M	0.67%	26