WP
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WealthPLAN Partners’s Advanced Drainage Systems WMS Stock Holding History

WealthPLAN Partners’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,750
Closed -$527K – 347
2023
Q4 		$527K Hold
3,750
– – 0.05% 216
2023
Q3 		$427K Sell
3,750
-750
-17% -$91.6K 0.05% 225
2023
Q2 		$512K Sell
4,500
-500
-10% -$47.2K 0.07% 187
2023
Q1 		$421K Hold
5,000
– – 0.05% 217
2022
Q4 		$466K Buy
+5,000
New +$507K 0.03% 265
2022
Q1 		$686K Hold
6,700
– – 0.05% 212
2021
Q4 		$758K Hold
6,700
– – 0.05% 206
2021
Q3 		$898K Hold
6,700
– – 0.06% 178
2021
Q2 		$795K Sell
6,700
-3,577
-35% -$397K 0.06% 177
2021
Q1 		$1.13M Buy
+10,277
New +$1M 0.09% 135

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