AE Wealth Management’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 | $2.32M | Sell |
10,129
-17,066
| -63% | -$3.91M | 0.02% | 497 |
|
|
2025
Q1 | $6.3M | Sell |
27,195
-6,366
| -19% | -$1.47M | 0.05% | 301 |
|
|
2024
Q4 | $6.77M | Sell |
33,561
-2,765
| -8% | -$558K | 0.06% | 288 |
|
|
2024
Q3 | $7.54M | Sell |
36,326
-825
| -2% | -$171K | 0.07% | 269 |
|
|
2024
Q2 | $7.93M | Buy |
37,151
+10,529
| +40% | +$2.25M | 0.08% | 257 |
|
|
2024
Q1 | $5.67M | Sell |
26,622
-77,541
| -74% | -$16.5M | 0.06% | 277 |
|
|
2023
Q4 | $19.4M | Buy |
104,163
+16,224
| +18% | +$3.01M | 0.1% | 234 |
|
|
2023
Q3 | $13.4M | Buy |
87,939
+18,588
| +27% | +$2.83M | 0.08% | 303 |
|
|
2023
Q2 | $12M | Buy |
69,351
+1,519
| +2% | +$263K | 0.07% | 333 |
|
|
2023
Q1 | $11.1M | Sell |
67,832
-3,330
| -5% | -$543K | 0.07% | 324 |
|
|
2022
Q4 | $11.2M | Sell |
71,162
-31,354
| -31% | -$4.92M | 0.08% | 295 |
|
|
2022
Q3 | $16.4M | Sell |
102,516
-20,559
| -17% | -$3.29M | 0.13% | 166 |
|
|
2022
Q2 | $18.8M | Buy |
123,075
+37,303
| +43% | +$5.71M | 0.15% | 160 |
|
|
2022
Q1 | $13.6M | Buy |
85,772
+19,475
| +29% | +$3.09M | 0.09% | 226 |
|
|
2021
Q4 | $11.1M | Buy |
66,297
+30,395
| +85% | +$5.07M | 0.08% | 244 |
|
|
2021
Q3 | $5.36M | Buy |
35,902
+4,292
| +14% | +$641K | 0.04% | 368 |
|
|
2021
Q2 | $4.43M | Buy |
31,610
+3,928
| +14% | +$550K | 0.04% | 404 |
|
|
2021
Q1 | $3.57M | Buy |
27,682
+3,588
| +15% | +$463K | 0.04% | 399 |
|
|
2020
Q4 | $2.84M | Buy |
24,094
+7,595
| +46% | +$896K | 0.03% | 394 |
|
|
2020
Q3 | $1.87M | Sell |
16,499
-21,261
| -56% | -$2.41M | 0.03% | 441 |
|
|
2020
Q2 | $4M | Buy |
37,760
+7,452
| +25% | +$789K | 0.06% | 264 |
|
|
2020
Q1 | $2.81M | Buy |
30,308
+2,466
| +9% | +$228K | 0.06% | 244 |
|
|
2019
Q4 | $3.17M | Buy |
27,842
+6,831
| +33% | +$778K | 0.07% | 250 |
|
|
2019
Q3 | $2.42M | Buy |
21,011
+1,907
| +10% | +$219K | 0.07% | 238 |
|
|
2019
Q2 | $2.2M | Buy |
19,104
+15,156
| +384% | +$1.75M | 0.07% | 222 |
|
|
2019
Q1 | $410K | Buy |
3,948
+301
| +8% | +$31.3K | 0.03% | 391 |
|
|
2018
Q4 | $325K | Sell |
3,647
-2,167
| -37% | -$193K | 0.06% | 332 |
|
|
2018
Q3 | $525K | Buy |
5,814
+3,295
| +131% | +$298K | 0.03% | 308 |
|
|
2018
Q2 | $205K | Buy |
+2,519
| New | +$205K | 0.01% | 416 |
|