Addison Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.3K | Hold |
150
| – | – | 0.01% | 449 |
|
|
2025
Q1 | $34.7K | Hold |
150
| – | – | 0.01% | 420 |
|
|
2024
Q4 | $30.3K | Sell |
150
-29
| -16% | -$5.85K | 0.01% | 450 |
|
|
2024
Q3 | $37.2K | Hold |
179
| – | – | 0.01% | 430 |
|
|
2024
Q2 | $38.2K | Hold |
179
| – | – | 0.01% | 409 |
|
|
2024
Q1 | $38.2K | Hold |
179
| – | – | 0.01% | 395 |
|
|
2023
Q4 | $32.1K | Hold |
179
| – | – | 0.01% | 405 |
|
|
2023
Q3 | $27.3K | Hold |
179
| – | – | 0.01% | 388 |
|
|
2023
Q2 | $31K | Hold |
179
| – | – | 0.02% | 369 |
|
|
2023
Q1 | $29.2K | Sell |
179
-4
| -2% | -$653 | 0.02% | 357 |
|
|
2022
Q4 | $28.7K | Sell |
183
-61
| -25% | -$9.57K | 0.02% | 341 |
|
|
2022
Q3 | $39K | Buy |
244
+30
| +14% | +$4.8K | 0.02% | 286 |
|
|
2022
Q2 | $33K | Hold |
214
| – | – | 0.02% | 308 |
|
|
2022
Q1 | $34K | Hold |
214
| – | – | 0.02% | 338 |
|
|
2021
Q4 | $36K | Buy |
+214
| New | +$36K | 0.02% | 277 |
|