Avantax Planning 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 | $841K | Buy |
3,673
+16
| +0.4% | +$3.66K | 0.03% | 208 |
|
|
2025
Q1 | $847K | Buy |
3,657
+328
| +10% | +$75.9K | 0.03% | 196 |
|
|
2024
Q4 | $672K | Buy |
3,329
+75
| +2% | +$15.1K | 0.02% | 213 |
|
|
2024
Q3 | $676K | Sell |
3,254
-1,163
| -26% | -$241K | 0.02% | 214 |
|
|
2024
Q2 | $942K | Sell |
4,417
-1,217
| -22% | -$260K | 0.03% | 214 |
|
|
2024
Q1 | $1.2M | Buy |
5,634
+214
| +4% | +$45.6K | 0.04% | 196 |
|
|
2023
Q4 | $971K | Buy |
5,420
+1,289
| +31% | +$231K | 0.04% | 172 |
|
|
2023
Q3 | $630K | Sell |
4,131
-200
| -5% | -$30.5K | 0.03% | 204 |
|
|
2023
Q2 | $751K | Buy |
4,331
+2
| +0% | +$347 | 0.03% | 195 |
|
|
2023
Q1 | $706K | Hold |
4,329
| – | – | 0.03% | 201 |
|
|
2022
Q4 | $679K | Sell |
4,329
-105
| -2% | -$16.5K | 0.03% | 204 |
|
|
2022
Q3 | $710K | Buy |
4,434
+13
| +0.3% | +$2.08K | 0.03% | 192 |
|
|
2022
Q2 | $676K | Sell |
4,421
-389
| -8% | -$59.5K | 0.03% | 193 |
|
|
2022
Q1 | $762K | Sell |
4,810
-79
| -2% | -$12.5K | 0.03% | 186 |
|
|
2021
Q4 | $816K | Buy |
4,889
+68
| +1% | +$11.4K | 0.03% | 177 |
|
|
2021
Q3 | $720K | Buy |
4,821
+83
| +2% | +$12.4K | 0.03% | 169 |
|
|
2021
Q2 | $664K | Buy |
4,738
+423
| +10% | +$59.3K | 0.03% | 172 |
|
|
2021
Q1 | $557K | Sell |
4,315
-985
| -19% | -$127K | 0.03% | 177 |
|
|
2020
Q4 | $625K | Sell |
5,300
-2,516
| -32% | -$297K | 0.03% | 165 |
|
|
2020
Q3 | $885K | Sell |
7,816
-297
| -4% | -$33.6K | 0.05% | 129 |
|
|
2020
Q2 | $859K | Sell |
8,113
-38
| -0.5% | -$4.02K | 0.05% | 129 |
|
|
2020
Q1 | $754K | Sell |
8,151
-26
| -0.3% | -$2.41K | 0.05% | 121 |
|
|
2019
Q4 | $932K | Sell |
8,177
-331
| -4% | -$37.7K | 0.05% | 116 |
|
|
2019
Q3 | $978K | Buy |
8,508
+356
| +4% | +$40.9K | 0.06% | 109 |
|
|
2019
Q2 | $953K | Sell |
8,152
-40
| -0.5% | -$4.68K | 0.06% | 110 |
|
|
2019
Q1 | $851K | Sell |
8,192
-123
| -1% | -$12.8K | 0.06% | 113 |
|
|
2018
Q4 | $740K | Buy |
8,315
+245
| +3% | +$21.8K | 0.06% | 114 |
|
|
2018
Q3 | $729K | Buy |
8,070
+38
| +0.5% | +$3.43K | 0.06% | 105 |
|
|
2018
Q2 | $654K | Sell |
8,032
-534
| -6% | -$43.5K | 0.06% | 108 |
|
|
2018
Q1 | $721K | Sell |
8,566
-125
| -1% | -$10.5K | 0.06% | 134 |
|
|
2017
Q4 | $750K | Sell |
8,691
-2,091
| -19% | -$180K | 0.07% | 126 |
|
|
2017
Q3 | $844K | Sell |
10,782
-224
| -2% | -$17.5K | 0.07% | 137 |
|
|
2017
Q2 | $807K | Buy |
11,006
+56
| +0.5% | +$4.11K | 0.07% | 133 |
|
|
2017
Q1 | $799K | Buy |
10,950
+172
| +2% | +$12.6K | 0.07% | 134 |
|
|
2016
Q4 | $764K | Buy |
+10,778
| New | +$764K | 0.08% | 118 |
|