WMA
West Michigan Advisors’s Ardelyx ARDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Hold |
28,000
| – | – | 0.03% | 229 |
|
|
2025
Q1 | $137K | Hold |
28,000
| – | – | 0.05% | 207 |
|
|
2024
Q4 | $142K | Sell |
28,000
-5,000
| -15% | -$25.4K | 0.04% | 222 |
|
|
2024
Q3 | $227K | Sell |
33,000
-13,000
| -28% | -$89.6K | 0.07% | 173 |
|
|
2024
Q2 | $341K | Buy |
46,000
+15,000
| +48% | +$111K | 0.11% | 129 |
|
|
2024
Q1 | $226K | Sell |
31,000
-10,250
| -25% | -$74.8K | 0.07% | 164 |
|
|
2023
Q4 | $256K | Buy |
+41,250
| New | +$256K | 0.1% | 127 |
|
|
2023
Q3 | – | Sell |
-25,000
| Closed | -$84.8K | – | 153 |
|
|
2023
Q2 | $84.8K | Hold |
25,000
| – | – | 0.03% | 240 |
|
|
2023
Q1 | $120K | Buy |
+25,000
| New | +$120K | 0.07% | 148 |
|