Avantax Advisory Services’s Waste Management WM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$24M	Buy	104,814 +3,051	+3%	+$708K	0.13%	122
2025 Q1	$23.6M	Buy	101,763 +1,137	+1%	+$252K	0.14%	113
2024 Q4	$20.3M	Buy	100,626 +2,222	+2%	+$477K	0.13%	121
2024 Q3	$20.4M	Sell	98,404 -15,719	-14%	-$3.28M	0.13%	118
2024 Q2	$24.3M	Buy	114,123 +19,511	+21%	+$4.06M	0.17%	88
2024 Q1	$20.2M	Buy	94,612 +5,398	+6%	+$1.06M	0.18%	93
2023 Q4	$16M	Buy	89,214 +1,244	+1%	+$209K	0.16%	108
2023 Q3	$13.4M	Sell	87,970 -1,690	-2%	-$273K	0.15%	109
2023 Q2	$15.5M	Buy	89,660 +3,494	+4%	+$578K	0.18%	96
2023 Q1	$14.1M	Buy	86,166 +16,894	+24%	+$2.59M	0.17%	100
2022 Q4	$10.9M	Buy	69,272 +7,405	+12%	+$1.19M	0.14%	121
2022 Q3	$9.91M	Buy	61,867 +334	+0.5%	+$55.1K	0.15%	104
2022 Q2	$9.41M	Buy	61,533 +2,030	+3%	+$318K	0.14%	114
2022 Q1	$9.44M	Buy	59,503 +6,017	+11%	+$912K	0.13%	118
2021 Q4	$8.93M	Buy	53,486 +6,689	+14%	+$1.08M	0.13%	119
2021 Q3	$6.98M	Buy	46,797 +3,151	+7%	+$472K	0.12%	132
2021 Q2	$6.13M	Buy	43,646 +6,673	+18%	+$922K	0.11%	147
2021 Q1	$4.77M	Buy	36,973 +1,087	+3%	+$127K	0.1%	153
2020 Q4	$4.23M	Sell	35,886 -22,621	-39%	-$2.64M	0.1%	152
2020 Q3	$6.62M	Buy	58,507 +22,879	+64%	+$2.53M	0.11%	163
2020 Q2	$3.77M	Buy	35,628 +451	+1%	+$45.5K	0.11%	142
2020 Q1	$3.26M	Buy	35,177 +5,241	+18%	+$601K	0.1%	140
2019 Q4	$3.41M	Buy	29,936 +8,574	+40%	+$968K	0.08%	145
2019 Q3	$2.46M	Sell	21,362 -615	-3%	-$71.8K	0.1%	105
2019 Q2	$2.54M	Buy	21,977 +4,958	+29%	+$538K	0.11%	95
2019 Q1	$1.77M	Buy	17,019 +6,383	+60%	+$623K	0.09%	116
2018 Q4	$944K	Buy	+10,636	New	+$955K	0.16%	135