Arete Wealth 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 | $972K | Buy |
4,246
+79
| +2% | +$18.1K | 0.07% | 258 |
|
|
2025
Q1 | $965K | Buy |
4,167
+162
| +4% | +$37.5K | 0.07% | 251 |
|
|
2024
Q4 | $808K | Buy |
4,005
+1,179
| +42% | +$238K | 0.06% | 291 |
|
|
2024
Q3 | $586K | Sell |
2,826
-1,007
| -26% | -$209K | 0.05% | 331 |
|
|
2024
Q2 | $818K | Buy |
+3,833
| New | +$818K | 0.07% | 276 |
|
|
2024
Q1 | – | Sell |
-4,227
| Closed | -$757K | – | 746 |
|
|
2023
Q4 | $757K | Sell |
4,227
-9
| -0.2% | -$1.61K | 0.06% | 306 |
|
|
2023
Q3 | $646K | Sell |
4,236
-3,986
| -48% | -$608K | 0.11% | 196 |
|
|
2023
Q2 | $1.43M | Buy |
8,222
+24
| +0.3% | +$4.16K | 0.13% | 166 |
|
|
2023
Q1 | $1.34M | Buy |
8,198
+315
| +4% | +$51.4K | 0.11% | 172 |
|
|
2022
Q4 | $1.24B | Sell |
7,883
-17
| -0.2% | -$2.67M | 0.11% | 171 |
|
|
2022
Q3 | $1.27M | Buy |
+7,900
| New | +$1.27M | 0.12% | 146 |
|
|
2020
Q1 | – | Sell |
-3,330
| Closed | -$379K | – | 417 |
|
|
2019
Q4 | $379K | Sell |
3,330
-340
| -9% | -$38.7K | 0.07% | 267 |
|
|
2019
Q3 | $422K | Buy |
3,670
+186
| +5% | +$21.4K | 0.08% | 238 |
|
|
2019
Q2 | $402K | Buy |
3,484
+41
| +1% | +$4.73K | 0.08% | 253 |
|
|
2019
Q1 | $358K | Sell |
3,443
-2,403
| -41% | -$250K | 0.07% | 260 |
|
|
2018
Q4 | $520K | Sell |
5,846
-331
| -5% | -$29.4K | 0.13% | 187 |
|
|
2018
Q3 | $558K | Buy |
+6,177
| New | +$558K | 0.12% | 177 |
|