Ausdal Financial Partners’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 | $680K | Sell |
2,972
-467
| -14% | -$107K | 0.05% | 347 |
|
2025
Q1 | $796K | Sell |
3,439
-80
| -2% | -$18.5K | 0.06% | 282 |
|
2024
Q4 | $710K | Buy |
3,519
+585
| +20% | +$118K | 0.06% | 268 |
|
2024
Q3 | $609K | Buy |
2,934
+23
| +0.8% | +$4.77K | 0.06% | 269 |
|
2024
Q2 | $621K | Sell |
2,911
-64
| -2% | -$13.7K | 0.07% | 253 |
|
2024
Q1 | $634K | Buy |
2,975
+606
| +26% | +$129K | 0.07% | 228 |
|
2023
Q4 | $424K | Buy |
2,369
+60
| +3% | +$10.7K | 0.05% | 284 |
|
2023
Q3 | $352K | Sell |
2,309
-89
| -4% | -$13.6K | 0.05% | 302 |
|
2023
Q2 | $416K | Buy |
2,398
+3
| +0.1% | +$520 | 0.06% | 268 |
|
2023
Q1 | $391K | Buy |
2,395
+73
| +3% | +$11.9K | 0.05% | 284 |
|
2022
Q4 | $364K | Sell |
2,322
-35
| -1% | -$5.49K | 0.05% | 298 |
|
2022
Q3 | $378K | Buy |
2,357
+49
| +2% | +$7.86K | 0.06% | 286 |
|
2022
Q2 | $353K | Buy |
2,308
+51
| +2% | +$7.8K | 0.05% | 310 |
|
2022
Q1 | $358K | Hold |
2,257
| – | – | 0.05% | 339 |
|
2021
Q4 | $377K | Sell |
2,257
-87
| -4% | -$14.5K | 0.05% | 335 |
|
2021
Q3 | $350K | Buy |
2,344
+88
| +4% | +$13.1K | 0.05% | 335 |
|
2021
Q2 | $316K | Sell |
2,256
-72
| -3% | -$10.1K | 0.05% | 343 |
|
2021
Q1 | $300K | Buy |
2,328
+25
| +1% | +$3.22K | 0.05% | 335 |
|
2020
Q4 | $272K | Sell |
2,303
-14
| -0.6% | -$1.65K | 0.05% | 332 |
|
2020
Q3 | $262K | Buy |
2,317
+153
| +7% | +$17.3K | 0.06% | 283 |
|
2020
Q2 | $229K | Buy |
2,164
+99
| +5% | +$10.5K | 0.08% | 248 |
|
2020
Q1 | $203K | Sell |
2,065
-194
| -9% | -$19.1K | 0.07% | 252 |
|
2019
Q4 | $274K | Sell |
2,259
-107
| -5% | -$13K | 0.08% | 262 |
|
2019
Q3 | $272K | Buy |
2,366
+12
| +0.5% | +$1.38K | 0.1% | 246 |
|
2019
Q2 | $278K | Buy |
2,354
+33
| +1% | +$3.9K | 0.11% | 224 |
|
2019
Q1 | $241K | Buy |
+2,321
| New | +$241K | 0.1% | 225 |
|
2018
Q4 | – | Sell |
-2,334
| Closed | -$211K | – | 404 |
|
2018
Q3 | $211K | Buy |
+2,334
| New | +$211K | 0.06% | 369 |
|
2016
Q1 | – | Sell |
-2,487
| Closed | -$133K | – | 1021 |
|
2015
Q4 | $133K | Buy |
+2,487
| New | +$133K | 0.07% | 261 |
|