Advisors Preferred’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 | $5.26M | Buy |
23,009
+11,864
| +106% | +$2.71M | 0.87% | 28 |
|
2025
Q1 | $2.61M | Buy |
+11,145
| New | +$2.61M | 0.35% | 59 |
|
2024
Q4 | – | Sell |
-2,593
| Closed | -$539K | – | 296 |
|
2024
Q3 | $539K | Sell |
2,593
-40,504
| -94% | -$8.42M | 0.08% | 123 |
|
2024
Q2 | $9.02M | Buy |
+43,097
| New | +$9.02M | 1.56% | 17 |
|
2023
Q1 | – | Sell |
-11,027
| Closed | -$1.73M | – | 261 |
|
2022
Q4 | $1.73M | Buy |
+11,027
| New | +$1.73M | 0.74% | 28 |
|
2020
Q2 | – | Sell |
-12,136
| Closed | -$1.12M | – | 185 |
|
2020
Q1 | $1.12M | Buy |
+12,136
| New | +$1.12M | 0.69% | 28 |
|
2019
Q3 | – | Sell |
-10,456
| Closed | -$1.21M | – | 310 |
|
2019
Q2 | $1.21M | Buy |
10,456
+2,342
| +29% | +$270K | 0.41% | 37 |
|
2019
Q1 | $843K | Sell |
8,114
-7,973
| -50% | -$828K | 0.27% | 38 |
|
2018
Q4 | $1.43M | Buy |
16,087
+8,731
| +119% | +$777K | 1.74% | 14 |
|
2018
Q3 | $665K | Sell |
7,356
-2,161
| -23% | -$195K | 0.3% | 42 |
|
2018
Q2 | $774K | Sell |
9,517
-9,875
| -51% | -$803K | 0.35% | 41 |
|
2018
Q1 | $1.63M | Buy |
+19,392
| New | +$1.63M | 0.76% | 33 |
|
2016
Q3 | – | Sell |
-6,377
| Closed | -$423K | – | 278 |
|
2016
Q2 | $423K | Buy |
6,377
+2,346
| +58% | +$156K | 0.25% | 47 |
|
2016
Q1 | $237K | Buy |
4,031
+1,965
| +95% | +$116K | 0.12% | 59 |
|
2015
Q4 | $110K | Buy |
+2,066
| New | +$110K | 0.06% | 65 |
|