Valeo Financial Advisors, LLC Advanced Drainage Systems, Inc. Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Advanced Drainage Systems, Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 2,633 shares of WMS stock, worth $338,050. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,633

Holding current value

$338,050

% of portfolio

0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$140.18 - $178.56 $369,093 - $470,148	2,633 New	2,633 $413,000
Q4 2023 Jan 29, 2024	BUY	$104.18 - $143.8 $52,506 - $72,475	504 Added 16.68%	3,526 $495,000
Q3 2023 Oct 19, 2023	SELL	$110.62 - $134.16 $110,288 - $133,757	-997 Reduced 24.81%	3,022 $343,000
Q2 2023 Jul 14, 2023	BUY	$77.63 - $115.49 $61,327 - $91,237	790 Added 24.47%	4,019 $457,000
Q1 2023 Apr 17, 2023	SELL	$75.96 - $104.1 $239,805 - $328,643	-3,157 Reduced 49.44%	3,229 $271,000
Q4 2022 Feb 09, 2023	BUY	$80.62 - $135.25 $514,839 - $863,706	6,386 New	6,386 $523,000
Q4 2021 Jan 07, 2022	SELL	$107.25 - $136.49 $269,519 - $342,999	-2,513 Closed	0 $0
Q3 2021 Nov 02, 2021	SELL	$105.78 - $122.4 $158,246 - $183,110	-1,496 Reduced 37.32%	2,513 $272,000
Q2 2021 Jul 22, 2021	BUY	$102.36 - $117.0 $256,309 - $292,968	2,504 Added 166.38%	4,009 $467,000
Q1 2021 Apr 12, 2021	BUY	$80.61 - $112.58 $81,013 - $113,142	1,005 Added 201.0%	1,505 $156,000
Q4 2020 Feb 11, 2021	BUY	$62.03 - $83.58 $19,849 - $26,745	320 Added 177.78%	500 $42,000
Q3 2020 Oct 28, 2020	BUY	$45.63 - $62.44 $8,213 - $11,239	180 New	180 $11,000
Q2 2020 Jul 20, 2020	SELL	$26.3 - $50.02 $159,299 - $302,971	-6,057 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$23.59 - $50.92 $132,292 - $285,559	5,608 Added 1249.0%	6,057 $218,000
Q4 2019 Jan 24, 2020	SELL	$31.5 - $39.94 $124,425 - $157,763	-3,950 Reduced 89.79%	449 $17,000
Q3 2019 Oct 15, 2019	SELL	$29.6 - $33.83 $88,415 - $101,050	-2,987 Reduced 40.44%	4,399 $142,000
Q2 2019 Jul 10, 2019	SELL	$25.95 - $32.79 $70,428 - $88,992	-2,714 Reduced 26.87%	7,386 $242,000
Q1 2019 Apr 12, 2019	SELL	$24.16 - $26.17 $120,051 - $130,038	-4,969 Reduced 32.97%	10,100 $260,000
Q4 2018 Jan 30, 2019	BUY	$23.24 - $31.01 $47,432 - $63,291	2,041 Added 15.67%	15,069 $365,000
Q3 2018 Nov 01, 2018	BUY	$27.1 - $33.1 $54,958 - $67,126	2,028 Added 18.44%	13,028 $362,000
Q2 2018 Aug 14, 2018	BUY	$24.25 - $30.0 $121,250 - $150,000	5,000 Added 83.33%	11,000 $338,000
Q1 2018 Apr 12, 2018	SELL	$22.3 - $27.25 $144,950 - $177,125	-6,500 Reduced 52.0%	6,000 $155,000
Q4 2017 Feb 09, 2018	BUY	$18.2 - $24.4 $227,500 - $305,000	12,500	12,500 $298,000

Others Institutions Holding WMS

# of Institutions

518

Shares Held

65.9M

Call Options Held

227K

Put Options Held

91.4K

View Full List

About ADVANCED DRAINAGE SYSTEMS, INC.

Ticker WMS
Exchange NYSE
Sector Industrials
Industry Building Products & Equipment
Shares Outstandng 83,571,200
Market Cap $10.7B
Description
Advanced Drainage Systems, Inc. designs, manufactures, and markets thermoplastic corrugated pipes and related water management products, and drainage solutions for use in the underground construction and infrastructure marketplace in the United States, Canada, Mexico, and internationally. The company operates through Pipe, International, Infiltr...

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Valeo Financial Advisors, LLC Advanced Drainage Systems, Inc. Transaction History