Whittier Trust’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 | $5.17K | Hold |
45
| – | – | ﹤0.01% | 1341 |
|
|
2025
Q1 | $4.89K | Sell |
45
-45
| -50% | -$4.89K | ﹤0.01% | 1319 |
|
|
2024
Q4 | $10.4K | Hold |
90
| – | – | ﹤0.01% | 1241 |
|
|
2024
Q3 | $14.1K | Hold |
90
| – | – | ﹤0.01% | 1199 |
|
|
2024
Q2 | $14.4K | Buy |
+90
| New | +$14.4K | ﹤0.01% | 1173 |
|
|
2023
Q2 | – | Sell |
-87
| Closed | -$7.33K | – | 1618 |
|
|
2023
Q1 | $7.33K | Buy |
+87
| New | +$7.33K | ﹤0.01% | 1348 |
|
|
2022
Q3 | – | Sell |
-32
| Closed | -$3K | – | 1776 |
|
|
2022
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 1531 |
|
|
2022
Q1 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 1494 |
|