Venturi Wealth 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
Q1 | – | Sell |
-75
| Closed | -$8.67K | – | 1849 |
|
|
2024
Q4 | $8.67K | Buy |
75
+38
| +103% | +$4.39K | ﹤0.01% | 1467 |
|
|
2024
Q3 | $5.82K | Sell |
37
-27
| -42% | -$4.24K | ﹤0.01% | 1350 |
|
|
2024
Q2 | $10.3K | Buy |
64
+4
| +7% | +$642 | ﹤0.01% | 1098 |
|
|
2024
Q1 | $10.3K | Buy |
60
+39
| +186% | +$6.72K | ﹤0.01% | 928 |
|
|
2023
Q4 | $2.95K | Buy |
21
+11
| +110% | +$1.55K | ﹤0.01% | 1126 |
|
|
2023
Q3 | $1.14K | Buy |
+10
| New | +$1.14K | ﹤0.01% | 1274 |
|