Avantax Planning Partners’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $751K | Sell |
3,369
-14
| -0.4% | -$3.11K | 0.02% | 231 |
|
|
2026
Q1 | $777K | Buy |
3,383
+328
| +11% | +$75.4K | 0.02% | 222 |
|
|
2025
Q4 | $671K | Buy |
3,055
+7
| +0.2% | +$1.49K | 0.02% | 227 |
|
|
2025
Q3 | $673K | Sell |
3,048
-625
| -17% | -$141K | 0.02% | 232 |
|
|
2025
Q2 | $841K | Buy |
3,673
+16
| +0.4% | +$3.71K | 0.03% | 208 |
|
|
2025
Q1 | $847K | Buy |
3,657
+328
| +10% | +$72.6K | 0.03% | 196 |
|
|
2024
Q4 | $672K | Buy |
3,329
+75
| +2% | +$16.1K | 0.02% | 213 |
|
|
2024
Q3 | $676K | Sell |
3,254
-1,163
| -26% | -$243K | 0.02% | 214 |
|
|
2024
Q2 | $942K | Sell |
4,417
-1,217
| -22% | -$253K | 0.03% | 214 |
|
|
2024
Q1 | $1.2M | Buy |
5,634
+214
| +4% | +$42.1K | 0.04% | 196 |
|
|
2023
Q4 | $971K | Buy |
5,420
+1,289
| +31% | +$216K | 0.04% | 172 |
|
|
2023
Q3 | $630K | Sell |
4,131
-200
| -5% | -$32.4K | 0.03% | 204 |
|
|
2023
Q2 | $751K | Buy |
4,331
+2
| +0% | +$331 | 0.03% | 195 |
|
|
2023
Q1 | $706K | Hold |
4,329
| – | – | 0.03% | 201 |
|
|
2022
Q4 | $679K | Sell |
4,329
-105
| -2% | -$16.9K | 0.03% | 204 |
|
|
2022
Q3 | $710K | Buy |
4,434
+13
| +0.3% | +$2.15K | 0.03% | 192 |
|
|
2022
Q2 | $676K | Sell |
4,421
-389
| -8% | -$60.9K | 0.03% | 193 |
|
|
2022
Q1 | $762K | Sell |
4,810
-79
| -2% | -$12K | 0.03% | 186 |
|
|
2021
Q4 | $816K | Buy |
4,889
+68
| +1% | +$10.9K | 0.03% | 177 |
|
|
2021
Q3 | $720K | Buy |
4,821
+83
| +2% | +$12.4K | 0.03% | 169 |
|
|
2021
Q2 | $664K | Buy |
4,738
+423
| +10% | +$58.5K | 0.03% | 172 |
|
|
2021
Q1 | $557K | Sell |
4,315
-985
| -19% | -$115K | 0.03% | 177 |
|
|
2020
Q4 | $625K | Sell |
5,300
-2,516
| -32% | -$293K | 0.03% | 165 |
|
|
2020
Q3 | $885K | Sell |
7,816
-297
| -4% | -$32.8K | 0.05% | 129 |
|
|
2020
Q2 | $859K | Sell |
8,113
-38
| -0.5% | -$3.84K | 0.05% | 129 |
|
|
2020
Q1 | $754K | Sell |
8,151
-26
| -0.3% | -$2.98K | 0.05% | 121 |
|
|
2019
Q4 | $932K | Sell |
8,177
-331
| -4% | -$37.4K | 0.05% | 116 |
|
|
2019
Q3 | $978K | Buy |
8,508
+356
| +4% | +$41.6K | 0.06% | 109 |
|
|
2019
Q2 | $953K | Sell |
8,152
-40
| -0.5% | -$4.34K | 0.06% | 110 |
|
|
2019
Q1 | $851K | Sell |
8,192
-123
| -1% | -$12K | 0.06% | 113 |
|
|
2018
Q4 | $740K | Buy |
8,315
+245
| +3% | +$22K | 0.06% | 114 |
|
|
2018
Q3 | $729K | Buy |
8,070
+38
| +0.5% | +$3.37K | 0.06% | 105 |
|
|
2018
Q2 | $654K | Sell |
8,032
-534
| -6% | -$44.2K | 0.06% | 108 |
|
|
2018
Q1 | $721K | Sell |
8,566
-125
| -1% | -$10.7K | 0.06% | 134 |
|
|
2017
Q4 | $750K | Sell |
8,691
-2,091
| -19% | -$170K | 0.07% | 126 |
|
|
2017
Q3 | $844K | Sell |
10,782
-224
| -2% | -$17K | 0.07% | 137 |
|
|
2017
Q2 | $807K | Buy |
11,006
+56
| +0.5% | +$4.08K | 0.07% | 133 |
|
|
2017
Q1 | $799K | Buy |
10,950
+172
| +2% | +$12.3K | 0.07% | 134 |
|
|
2016
Q4 | $764K | Buy |
+10,778
| New | +$721K | 0.08% | 118 |
|
Other funds holding WM
Avantax Planning Partners's WM Position: Q2 2026 in Review
Avantax Planning Partners reduced its Waste Management (WM) stake by 0.41% in Q2 2026, selling an estimated $3.11K and leaving 3,369 shares worth $751K. The position accounts for 0.02% of the portfolio, ranked #231.
Avantax Planning Partners first reported a position in WM in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.2M in Q1 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- Avantax Planning Partners held 3,369 shares of Waste Management worth $751K as of Q2 2026.
- Avantax Planning Partners sold 14 Waste Management shares in Q2 2026, an estimated $3.11K.
- Waste Management made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #231 holding.
- Avantax Planning Partners first reported a position in Waste Management in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's Waste Management position peaked at $1.2M in Q1 2024.
- 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.