Atria Wealth Solutions’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 | $3.14M | Sell |
13,721
-39,886
| -74% | -$9.12M | 0.07% | 305 |
|
|
2025
Q1 | $12.4M | Sell |
53,607
-526
| -1% | -$122K | 0.15% | 144 |
|
|
2024
Q4 | $10.9M | Buy |
54,133
+5,345
| +11% | +$1.08M | 0.12% | 177 |
|
|
2024
Q3 | $10.1M | Sell |
48,788
-1,669
| -3% | -$346K | 0.11% | 195 |
|
|
2024
Q2 | $10.8M | Buy |
50,457
+70
| +0.1% | +$14.9K | 0.12% | 176 |
|
|
2024
Q1 | $10.7M | Buy |
50,387
+4,339
| +9% | +$925K | 0.12% | 182 |
|
|
2023
Q4 | $8.25M | Buy |
46,048
+1,524
| +3% | +$273K | 0.1% | 200 |
|
|
2023
Q3 | $6.79M | Buy |
44,524
+1,697
| +4% | +$259K | 0.1% | 220 |
|
|
2023
Q2 | $7.43M | Buy |
42,827
+2,779
| +7% | +$482K | 0.1% | 197 |
|
|
2023
Q1 | $6.53M | Sell |
40,048
-717
| -2% | -$117K | 0.1% | 207 |
|
|
2022
Q4 | $6.4M | Buy |
40,765
+470
| +1% | +$73.7K | 0.1% | 210 |
|
|
2022
Q3 | $6.46M | Buy |
40,295
+3,324
| +9% | +$533K | 0.11% | 188 |
|
|
2022
Q2 | $5.66M | Buy |
36,971
+12,099
| +49% | +$1.85M | 0.11% | 197 |
|
|
2022
Q1 | $3.94M | Buy |
+24,872
| New | +$3.94M | 0.07% | 303 |
|