WMS Partners, LLC

Portfolio Value Over Time

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Filing History

• Nov 13, 202513F HOLDINGS REPORTQ/E Sep 20250 pos · $0
• Jul 30, 202513F HOLDINGS REPORTQ/E Jun 20250 pos · $0
• May 7, 202513F HOLDINGS REPORTQ/E Mar 20250 pos · $0
• Feb 14, 202513F HOLDINGS REPORTQ/E Dec 2024298 pos · $1.78B
• Nov 13, 202413F HOLDINGS REPORTQ/E Sep 2024295 pos · $1.78B
• Aug 14, 202413F HOLDINGS REPORTQ/E Jun 2024267 pos · $1.56B
• May 15, 202413F HOLDINGS REPORTQ/E Mar 2024269 pos · $1.46B
• Nov 9, 202313F HOLDINGS REPORTQ/E Dec 2023258 pos · $1.27B