Archford Capital Strategies’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 | $384K | Buy |
1,677
+3
| +0.2% | +$686 | 0.05% | 244 |
|
|
2025
Q1 | $388K | Buy |
1,674
+23
| +1% | +$5.33K | 0.06% | 223 |
|
|
2024
Q4 | $333K | Buy |
1,651
+4
| +0.2% | +$807 | 0.05% | 219 |
|
|
2024
Q3 | $352K | Sell |
1,647
-50
| -3% | -$10.7K | 0.05% | 206 |
|
|
2024
Q2 | $362K | Buy |
1,697
+2
| +0.1% | +$427 | 0.06% | 204 |
|
|
2024
Q1 | $361K | Sell |
1,695
-134
| -7% | -$28.6K | 0.06% | 205 |
|
|
2023
Q4 | $328K | Sell |
1,829
-476
| -21% | -$85.2K | 0.06% | 206 |
|
|
2023
Q3 | $351K | Sell |
2,305
-241
| -9% | -$36.7K | 0.07% | 227 |
|
|
2023
Q2 | $437K | Sell |
2,546
-347
| -12% | -$59.6K | 0.08% | 217 |
|
|
2023
Q1 | $471K | Sell |
2,893
-37
| -1% | -$6.03K | 0.1% | 203 |
|
|
2022
Q4 | $460K | Buy |
2,930
+3
| +0.1% | +$471 | 0.11% | 207 |
|
|
2022
Q3 | $469K | Sell |
2,927
-42
| -1% | -$6.73K | 0.12% | 186 |
|
|
2022
Q2 | $454K | Sell |
2,969
-18
| -0.6% | -$2.75K | 0.11% | 189 |
|
|
2022
Q1 | $480K | Sell |
2,987
-20
| -0.7% | -$3.21K | 0.11% | 189 |
|
|
2021
Q4 | $502K | Sell |
3,007
-95
| -3% | -$15.9K | 0.11% | 185 |
|
|
2021
Q3 | $463K | Sell |
3,102
-1
| -0% | -$149 | 0.11% | 197 |
|
|
2021
Q2 | $435K | Sell |
3,103
-660
| -18% | -$92.5K | 0.11% | 197 |
|
|
2021
Q1 | $506K | Sell |
3,763
-9,519
| -72% | -$1.28M | 0.13% | 169 |
|
|
2020
Q4 | $1.58M | Buy |
13,282
+17
| +0.1% | +$2.02K | 0.36% | 85 |
|
|
2020
Q3 | $1.5M | Buy |
13,265
+303
| +2% | +$34.3K | 0.4% | 75 |
|
|
2020
Q2 | $1.37M | Buy |
12,962
+61
| +0.5% | +$6.46K | 0.41% | 75 |
|
|
2020
Q1 | $1.19M | Buy |
12,901
+135
| +1% | +$12.5K | 0.47% | 67 |
|
|
2019
Q4 | $1.46M | Sell |
12,766
-424
| -3% | -$48.3K | 0.5% | 58 |
|
|
2019
Q3 | $1.52M | Sell |
13,190
-140
| -1% | -$16.1K | 0.57% | 48 |
|
|
2019
Q2 | $1.54M | Buy |
13,330
+1
| +0% | +$115 | 0.56% | 47 |
|
|
2019
Q1 | $1.39M | Sell |
13,329
-204
| -2% | -$21.2K | 0.51% | 53 |
|
|
2018
Q4 | $1.2M | Sell |
13,533
-154
| -1% | -$13.7K | 0.48% | 55 |
|
|
2018
Q3 | $1.24M | Sell |
13,687
-151
| -1% | -$13.6K | 0.45% | 59 |
|
|
2018
Q2 | $1.13M | Sell |
13,838
-1,049
| -7% | -$85.4K | 0.4% | 75 |
|
|
2018
Q1 | $1.29M | Hold |
14,887
| – | – | 0.54% | 61 |
|
|
2017
Q4 | $1.29M | Sell |
14,887
-1,151
| -7% | -$99.4K | 0.48% | 61 |
|
|
2017
Q3 | $1.26M | Sell |
16,038
-102
| -0.6% | -$7.98K | 0.47% | 73 |
|
|
2017
Q2 | $1.18M | Sell |
16,140
-164
| -1% | -$12K | 0.47% | 74 |
|
|
2017
Q1 | $1.18M | Buy |
16,304
+45
| +0.3% | +$3.27K | 0.45% | 69 |
|
|
2016
Q4 | $1.15M | Sell |
16,259
-257
| -2% | -$18.2K | 0.49% | 68 |
|
|
2016
Q3 | $1.05M | Buy |
16,516
+101
| +0.6% | +$6.43K | 0.43% | 76 |
|
|
2016
Q2 | $1.09M | Buy |
16,415
+303
| +2% | +$20.1K | 0.57% | 52 |
|
|
2016
Q1 | $951K | Buy |
16,112
+142
| +0.9% | +$8.38K | 0.46% | 74 |
|
|
2015
Q4 | $827K | Buy |
15,970
+15,738
| +6,784% | +$815K | 0.38% | 90 |
|
|
2015
Q3 | $12K | Buy |
232
+2
| +0.9% | +$103 | 0.01% | 321 |
|
|
2015
Q2 | $11K | Buy |
230
+2
| +0.9% | +$96 | 0.01% | 317 |
|
|
2015
Q1 | $12.4K | Sell |
228
-64
| -22% | -$3.47K | 0.01% | 319 |
|
|
2014
Q4 | $15K | Sell |
292
-433
| -60% | -$22.2K | 0.01% | 319 |
|
|
2014
Q3 | $34K | Buy |
725
+3
| +0.4% | +$141 | 0.03% | 239 |
|
|
2014
Q2 | $32.3K | Buy |
722
+1
| +0.1% | +$45 | 0.03% | 257 |
|
|
2014
Q1 | $30.3K | Buy |
+721
| New | +$30.3K | 0.03% | 271 |
|