Arkadios 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 | $1.83M | Buy |
7,997
+579
| +8% | +$132K | 0.05% | 370 |
|
|
2025
Q1 | $1.72M | Buy |
7,418
+298
| +4% | +$69K | 0.06% | 322 |
|
|
2024
Q4 | $1.44M | Sell |
7,120
-722
| -9% | -$146K | 0.08% | 249 |
|
|
2024
Q3 | $1.63M | Buy |
7,842
+1,360
| +21% | +$282K | 0.09% | 219 |
|
|
2024
Q2 | $1.38M | Buy |
6,482
+234
| +4% | +$49.9K | 0.09% | 221 |
|
|
2024
Q1 | $1.33M | Buy |
6,248
+9
| +0.1% | +$1.92K | 0.1% | 187 |
|
|
2023
Q4 | $1.12M | Buy |
6,239
+105
| +2% | +$18.8K | 0.09% | 201 |
|
|
2023
Q3 | $935K | Buy |
6,134
+232
| +4% | +$35.4K | 0.09% | 220 |
|
|
2023
Q2 | $1.02M | Buy |
5,902
+23
| +0.4% | +$3.99K | 0.12% | 179 |
|
|
2023
Q1 | $959K | Sell |
5,879
-1
| -0% | -$163 | 0.11% | 193 |
|
|
2022
Q4 | $922K | Sell |
5,880
-153
| -3% | -$24K | 0.12% | 181 |
|
|
2022
Q3 | $967K | Buy |
6,033
+430
| +8% | +$68.9K | 0.15% | 158 |
|
|
2022
Q2 | $857K | Buy |
5,603
+519
| +10% | +$79.4K | 0.13% | 189 |
|
|
2022
Q1 | $806K | Sell |
5,084
-682
| -12% | -$108K | 0.11% | 216 |
|
|
2021
Q4 | $962K | Sell |
5,766
-600
| -9% | -$100K | 0.13% | 187 |
|
|
2021
Q3 | $950K | Sell |
6,366
-26
| -0.4% | -$3.88K | 0.14% | 169 |
|
|
2021
Q2 | $895K | Buy |
6,392
+205
| +3% | +$28.7K | 0.11% | 223 |
|
|
2021
Q1 | $798K | Buy |
6,187
+68
| +1% | +$8.77K | 0.13% | 181 |
|
|
2020
Q4 | $721K | Buy |
6,119
+1,944
| +47% | +$229K | 0.15% | 149 |
|
|
2020
Q3 | $484K | Sell |
4,175
-373
| -8% | -$43.2K | 0.24% | 92 |
|
|
2020
Q2 | $483K | Buy |
4,548
+253
| +6% | +$26.9K | 0.27% | 85 |
|
|
2020
Q1 | $398K | Buy |
4,295
+650
| +18% | +$60.2K | 0.25% | 96 |
|
|
2019
Q4 | $453K | Buy |
+3,645
| New | +$453K | 0.27% | 88 |
|