Alliance Wealth Advisors (Pennsylvania)’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 | $761K | Hold |
3,325
| – | – | 0.39% | 41 |
|
|
2025
Q1 | $770K | Hold |
3,325
| – | – | 0.44% | 37 |
|
|
2024
Q4 | $671K | Hold |
3,325
| – | – | 0.38% | 51 |
|
|
2024
Q3 | $690K | Hold |
3,325
| – | – | 0.39% | 49 |
|
|
2024
Q2 | $709K | Hold |
3,325
| – | – | 0.45% | 44 |
|
|
2024
Q1 | $709K | Hold |
3,325
| – | – | 0.45% | 44 |
|
|
2023
Q4 | $596K | Hold |
3,325
| – | – | 0.39% | 49 |
|
|
2023
Q3 | $507K | Sell |
3,325
-60
| -2% | -$9.15K | 0.37% | 54 |
|
|
2023
Q2 | $587K | Sell |
3,385
-250
| -7% | -$43.4K | 0.42% | 52 |
|
|
2023
Q1 | $593K | Hold |
3,635
| – | – | 0.44% | 50 |
|
|
2022
Q4 | $570K | Sell |
3,635
-90
| -2% | -$14.1K | 0.48% | 48 |
|
|
2022
Q3 | $597K | Sell |
3,725
-165
| -4% | -$26.4K | 0.56% | 40 |
|
|
2022
Q2 | $595K | Hold |
3,890
| – | – | 0.51% | 46 |
|
|
2022
Q1 | $617K | Sell |
3,890
-10
| -0.3% | -$1.59K | 0.51% | 47 |
|
|
2021
Q4 | $651K | Hold |
3,900
| – | – | 0.53% | 46 |
|
|
2021
Q3 | $583K | Buy |
3,900
+10
| +0.3% | +$1.5K | 0.52% | 50 |
|
|
2021
Q2 | $545K | Hold |
3,890
| – | – | 0.49% | 54 |
|
|
2021
Q1 | $502K | Hold |
3,890
| – | – | 0.5% | 52 |
|
|
2020
Q4 | $459K | Buy |
+3,890
| New | +$459K | 0.48% | 54 |
|