Avantax Advisory Services’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 | $24M | Buy |
104,814
+3,051
| +3% | +$698K | 0.13% | 122 |
|
|
2025
Q1 | $23.6M | Buy |
101,763
+1,137
| +1% | +$263K | 0.14% | 113 |
|
|
2024
Q4 | $20.3M | Buy |
100,626
+2,222
| +2% | +$448K | 0.13% | 121 |
|
|
2024
Q3 | $20.4M | Sell |
98,404
-15,719
| -14% | -$3.26M | 0.13% | 118 |
|
|
2024
Q2 | $24.3M | Buy |
114,123
+19,511
| +21% | +$4.16M | 0.17% | 88 |
|
|
2024
Q1 | $20.2M | Buy |
94,612
+5,398
| +6% | +$1.15M | 0.18% | 93 |
|
|
2023
Q4 | $16M | Buy |
89,214
+1,244
| +1% | +$223K | 0.16% | 108 |
|
|
2023
Q3 | $13.4M | Sell |
87,970
-1,690
| -2% | -$258K | 0.15% | 109 |
|
|
2023
Q2 | $15.5M | Buy |
89,660
+3,494
| +4% | +$606K | 0.18% | 96 |
|
|
2023
Q1 | $14.1M | Buy |
86,166
+16,894
| +24% | +$2.76M | 0.17% | 100 |
|
|
2022
Q4 | $10.9M | Buy |
69,272
+7,405
| +12% | +$1.16M | 0.14% | 121 |
|
|
2022
Q3 | $9.91M | Buy |
61,867
+334
| +0.5% | +$53.5K | 0.15% | 104 |
|
|
2022
Q2 | $9.41M | Buy |
61,533
+2,030
| +3% | +$311K | 0.14% | 114 |
|
|
2022
Q1 | $9.44M | Buy |
59,503
+6,017
| +11% | +$955K | 0.13% | 118 |
|
|
2021
Q4 | $8.93M | Buy |
53,486
+6,689
| +14% | +$1.12M | 0.13% | 119 |
|
|
2021
Q3 | $6.98M | Buy |
46,797
+3,151
| +7% | +$470K | 0.12% | 132 |
|
|
2021
Q2 | $6.13M | Buy |
43,646
+6,673
| +18% | +$937K | 0.11% | 147 |
|
|
2021
Q1 | $4.77M | Buy |
36,973
+1,087
| +3% | +$140K | 0.1% | 153 |
|
|
2020
Q4 | $4.23M | Sell |
35,886
-22,621
| -39% | -$2.67M | 0.1% | 152 |
|
|
2020
Q3 | $6.62M | Buy |
58,507
+22,879
| +64% | +$2.59M | 0.11% | 163 |
|
|
2020
Q2 | $3.77M | Buy |
35,628
+451
| +1% | +$47.7K | 0.11% | 142 |
|
|
2020
Q1 | $3.26M | Buy |
35,177
+5,241
| +18% | +$485K | 0.1% | 140 |
|
|
2019
Q4 | $3.41M | Buy |
29,936
+8,574
| +40% | +$977K | 0.08% | 145 |
|
|
2019
Q3 | $2.46M | Sell |
21,362
-615
| -3% | -$70.7K | 0.1% | 105 |
|
|
2019
Q2 | $2.54M | Buy |
21,977
+4,958
| +29% | +$572K | 0.11% | 95 |
|
|
2019
Q1 | $1.77M | Buy |
17,019
+6,383
| +60% | +$663K | 0.09% | 116 |
|
|
2018
Q4 | $944K | Buy |
+10,636
| New | +$944K | 0.16% | 135 |
|