Avestar Capital’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 | $1.1M | Buy |
4,805
+518
| +12% | +$119K | 0.08% | 172 |
|
|
2025
Q1 | $992K | Buy |
4,287
+484
| +13% | +$112K | 0.09% | 163 |
|
|
2024
Q4 | $767K | Buy |
3,803
+369
| +11% | +$74.5K | 0.07% | 195 |
|
|
2024
Q3 | $713K | Buy |
3,434
+256
| +8% | +$53.1K | 0.07% | 192 |
|
|
2024
Q2 | $678K | Buy |
3,178
+1,622
| +104% | +$346K | 0.07% | 183 |
|
|
2024
Q1 | $332K | Buy |
+1,556
| New | +$332K | 0.03% | 296 |
|
|
2019
Q3 | – | Sell |
-177
| Closed | -$18K | – | 852 |
|
|
2019
Q2 | $18K | Buy |
177
+10
| +6% | +$1.02K | 0.01% | 410 |
|
|
2019
Q1 | $15K | Sell |
167
-13
| -7% | -$1.17K | 0.01% | 418 |
|
|
2018
Q4 | $14K | Hold |
180
| – | – | 0.01% | 393 |
|
|
2018
Q3 | $14K | Buy |
180
+13
| +8% | +$1.01K | 0.01% | 416 |
|
|
2018
Q2 | $12K | Buy |
167
+65
| +64% | +$4.67K | 0.01% | 442 |
|
|
2018
Q1 | $7K | Sell |
102
-19
| -16% | -$1.3K | ﹤0.01% | 495 |
|
|
2017
Q4 | $8K | Buy |
+121
| New | +$8K | 0.01% | 489 |
|