Aptus Capital 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 | $3.57M | Buy |
15,605
+2,111
| +16% | +$483K | 0.03% | 333 |
|
|
2025
Q1 | $3.12M | Buy |
13,494
+1,902
| +16% | +$440K | 0.03% | 331 |
|
|
2024
Q4 | $2.34M | Buy |
11,592
+2,176
| +23% | +$439K | 0.02% | 366 |
|
|
2024
Q3 | $1.95M | Buy |
9,416
+396
| +4% | +$82.2K | 0.03% | 323 |
|
|
2024
Q2 | $1.92M | Buy |
9,020
+519
| +6% | +$111K | 0.03% | 295 |
|
|
2024
Q1 | $1.81M | Sell |
8,501
-28,956
| -77% | -$6.17M | 0.03% | 306 |
|
|
2023
Q4 | $6.71M | Sell |
37,457
-117
| -0.3% | -$21K | 0.18% | 103 |
|
|
2023
Q3 | $5.73M | Sell |
37,574
-2,153
| -5% | -$328K | 0.16% | 118 |
|
|
2023
Q2 | $6.89M | Sell |
39,727
-3,143
| -7% | -$545K | 0.17% | 103 |
|
|
2023
Q1 | $7M | Buy |
42,870
+21,383
| +100% | +$3.49M | 0.19% | 101 |
|
|
2022
Q4 | $3.37M | Buy |
21,487
+16,603
| +340% | +$2.6M | 0.1% | 160 |
|
|
2022
Q3 | $783K | Buy |
4,884
+687
| +16% | +$110K | 0.02% | 273 |
|
|
2022
Q2 | $642K | Buy |
4,197
+327
| +8% | +$50K | 0.02% | 255 |
|
|
2022
Q1 | $613K | Buy |
3,870
+1,334
| +53% | +$211K | 0.02% | 277 |
|
|
2021
Q4 | $423K | Sell |
2,536
-707
| -22% | -$118K | 0.01% | 280 |
|
|
2021
Q3 | $484K | Sell |
3,243
-170
| -5% | -$25.4K | 0.01% | 268 |
|
|
2021
Q2 | $478K | Sell |
3,413
-887
| -21% | -$124K | 0.01% | 268 |
|
|
2021
Q1 | $555K | Sell |
4,300
-13,532
| -76% | -$1.75M | 0.02% | 246 |
|
|
2020
Q4 | $2.1M | Sell |
17,832
-81
| -0.5% | -$9.55K | 0.1% | 95 |
|
|
2020
Q3 | $2.03M | Sell |
17,913
-23,846
| -57% | -$2.7M | 0.11% | 92 |
|
|
2020
Q2 | $4.42M | Sell |
41,759
-8,571
| -17% | -$908K | 0.28% | 42 |
|
|
2020
Q1 | $4.66M | Buy |
50,330
+47,780
| +1,874% | +$4.42M | 0.4% | 34 |
|
|
2019
Q4 | $290K | Sell |
2,550
-55
| -2% | -$6.26K | 0.02% | 259 |
|
|
2019
Q3 | $299K | Buy |
2,605
+72
| +3% | +$8.26K | 0.02% | 279 |
|
|
2019
Q2 | $292K | Hold |
2,533
| – | – | 0.04% | 272 |
|
|
2019
Q1 | $263K | Buy |
+2,533
| New | +$263K | 0.04% | 255 |
|