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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $673K | Sell |
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|
2025
Q2 | $841K | Buy |
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|
2025
Q1 | $847K | Buy |
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|
2024
Q4 | $672K | Buy |
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|
2024
Q3 | $676K | Sell |
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|
2024
Q2 | $942K | Sell |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $971K | Buy |
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|
2023
Q3 | $630K | Sell |
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|
2023
Q2 | $751K | Buy |
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|
2023
Q1 | $706K | Hold |
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|
2022
Q4 | $679K | Sell |
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|
2022
Q3 | $710K | Buy |
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|
2022
Q2 | $676K | Sell |
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|
2022
Q1 | $762K | Sell |
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|
2021
Q4 | $816K | Buy |
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|
2021
Q3 | $720K | Buy |
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|
2021
Q2 | $664K | Buy |
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|
2021
Q1 | $557K | Sell |
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|
2020
Q4 | $625K | Sell |
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|
2020
Q3 | $885K | Sell |
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|
2020
Q2 | $859K | Sell |
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|
2020
Q1 | $754K | Sell |
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|
2019
Q4 | $932K | Sell |
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|
2019
Q3 | $978K | Buy |
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|
2019
Q2 | $953K | Sell |
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|
2019
Q1 | $851K | Sell |
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|
2018
Q4 | $740K | Buy |
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|
2018
Q3 | $729K | Buy |
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|
2018
Q2 | $654K | Sell |
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|
2018
Q1 | $721K | Sell |
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|
2017
Q4 | $750K | Sell |
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|
2017
Q3 | $844K | Sell |
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|
2017
Q2 | $807K | Buy |
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|
2017
Q1 | $799K | Buy |
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|
2016
Q4 | $764K | Buy |
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