Advisory Alpha’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 | $1.31M | Buy |
5,745
+31
| +0.5% | +$7.09K | 0.04% | 141 |
|
|
2025
Q1 | $1.32M | Buy |
5,714
+134
| +2% | +$31K | 0.05% | 142 |
|
|
2024
Q4 | $1.13M | Buy |
5,580
+379
| +7% | +$76.5K | 0.04% | 144 |
|
|
2024
Q3 | $1.08M | Buy |
5,201
+136
| +3% | +$28.2K | 0.04% | 146 |
|
|
2024
Q2 | $1.08M | Buy |
5,065
+358
| +8% | +$76.4K | 0.04% | 143 |
|
|
2024
Q1 | $1M | Buy |
4,707
+81
| +2% | +$17.3K | 0.04% | 154 |
|
|
2023
Q4 | $829K | Buy |
4,626
+3
| +0.1% | +$537 | 0.04% | 160 |
|
|
2023
Q3 | $705K | Buy |
4,623
+3
| +0.1% | +$457 | 0.04% | 166 |
|
|
2023
Q2 | $801K | Buy |
4,620
+771
| +20% | +$134K | 0.04% | 177 |
|
|
2023
Q1 | $628K | Buy |
3,849
+1
| +0% | +$163 | 0.04% | 158 |
|
|
2022
Q4 | $604K | Sell |
3,848
-25
| -0.6% | -$3.92K | 0.04% | 147 |
|
|
2022
Q3 | $621K | Hold |
3,873
| – | – | 0.05% | 138 |
|
|
2022
Q2 | $593K | Hold |
3,873
| – | – | 0.04% | 137 |
|
|
2022
Q1 | $614K | Hold |
3,873
| – | – | 0.04% | 157 |
|
|
2021
Q4 | $646K | Hold |
3,873
| – | – | 0.04% | 158 |
|
|
2021
Q3 | $579K | Buy |
+3,873
| New | +$579K | 0.04% | 152 |
|
|
2020
Q4 | – | Sell |
-480
| Closed | -$55K | – | 649 |
|
|
2020
Q3 | $55K | Buy |
+480
| New | +$55K | 0.01% | 196 |
|
|
2020
Q2 | – | Sell |
-480
| Closed | -$46.9K | – | 621 |
|
|
2020
Q1 | $46.9K | Hold |
480
| – | – | 0.01% | 214 |
|
|
2019
Q4 | $56.5K | Buy |
480
+429
| +841% | +$50.5K | 0.01% | 263 |
|
|
2019
Q3 | $5.9K | Buy |
+51
| New | +$5.9K | ﹤0.01% | 516 |
|
|
2019
Q2 | – | Sell |
-40
| Closed | -$4.21K | – | 649 |
|
|
2019
Q1 | $4.21K | Buy |
+40
| New | +$4.21K | ﹤0.01% | 484 |
|