Avidian Wealth Enterprises’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 | $1.4M | Buy |
6,279
+171
| +3% | +$38K | 0.04% | 262 |
|
|
2026
Q1 | $1.4M | Buy |
6,108
+2,806
| +85% | +$645K | 0.04% | 245 |
|
|
2025
Q4 | $725K | Buy |
3,302
+35
| +1% | +$7.46K | 0.03% | 290 |
|
|
2025
Q3 | $722K | Buy |
3,267
+228
| +8% | +$51.4K | 0.03% | 285 |
|
|
2025
Q2 | $695K | Buy |
3,039
+123
| +4% | +$28.5K | 0.03% | 262 |
|
|
2025
Q1 | $675K | Buy |
2,916
+20
| +0.7% | +$4.43K | 0.03% | 253 |
|
|
2024
Q4 | $584K | Buy |
2,896
+43
| +2% | +$9.24K | 0.03% | 269 |
|
|
2024
Q3 | $592K | Sell |
2,853
-820
| -22% | -$171K | 0.03% | 269 |
|
|
2024
Q2 | $784K | Buy |
3,673
+126
| +4% | +$26.2K | 0.03% | 216 |
|
|
2024
Q1 | $756K | Buy |
3,547
+131
| +4% | +$25.7K | 0.04% | 202 |
|
|
2023
Q4 | $612K | Sell |
3,416
-83
| -2% | -$13.9K | 0.04% | 229 |
|
|
2023
Q3 | $533K | Buy |
3,499
+301
| +9% | +$48.7K | 0.04% | 242 |
|
|
2023
Q2 | $555K | Buy |
3,198
+73
| +2% | +$12.1K | 0.04% | 250 |
|
|
2023
Q1 | $510K | Sell |
3,125
-369
| -11% | -$56.5K | 0.03% | 290 |
|
|
2022
Q4 | $548K | Buy |
3,494
+189
| +6% | +$30.4K | 0.04% | 262 |
|
|
2022
Q3 | $530K | Sell |
3,305
-1,344
| -29% | -$222K | 0.04% | 229 |
|
|
2022
Q2 | $711K | Buy |
4,649
+186
| +4% | +$29.1K | 0.05% | 212 |
|
|
2022
Q1 | $707K | Sell |
4,463
-998
| -18% | -$151K | 0.04% | 242 |
|
|
2021
Q4 | $911K | Buy |
5,461
+401
| +8% | +$64.5K | 0.06% | 202 |
|
|
2021
Q3 | $756K | Buy |
5,060
+1,329
| +36% | +$199K | 0.06% | 159 |
|
|
2021
Q2 | $523K | Buy |
3,731
+387
| +12% | +$53.5K | 0.04% | 212 |
|
|
2021
Q1 | $431K | Buy |
3,344
+226
| +7% | +$26.4K | 0.04% | 232 |
|
|
2020
Q4 | $368K | Buy |
3,118
+79
| +3% | +$9.21K | 0.03% | 229 |
|
|
2020
Q3 | $344K | Sell |
3,039
-42
| -1% | -$4.64K | 0.04% | 201 |
|
|
2020
Q2 | $326K | Sell |
3,081
-214
| -6% | -$21.6K | 0.04% | 180 |
|
|
2020
Q1 | $305K | Sell |
3,295
-496
| -13% | -$56.9K | 0.05% | 144 |
|
|
2019
Q4 | $432K | Buy |
3,791
+695
| +22% | +$78.5K | 0.06% | 133 |
|
|
2019
Q3 | $356K | Sell |
3,096
-128
| -4% | -$14.9K | 0.06% | 130 |
|
|
2019
Q2 | $372K | Buy |
3,224
+113
| +4% | +$12.3K | 0.09% | 84 |
|
|
2019
Q1 | $323K | Sell |
3,111
-8,220
| -73% | -$802K | 0.07% | 89 |
|
|
2018
Q4 | $1.01M | Buy |
11,331
+741
| +7% | +$66.5K | 0.35% | 32 |
|
|
2018
Q3 | $957K | Buy |
10,590
+8,080
| +322% | +$716K | 0.3% | 38 |
|
|
2018
Q2 | $204K | Hold |
2,510
| – | – | 0.06% | 94 |
|
|
2018
Q1 | $211K | Hold |
2,510
| – | – | 0.07% | 90 |
|
|
2017
Q4 | $217K | Buy |
+2,510
| New | +$204K | 0.06% | 93 |
|
Other funds holding WM
Avidian Wealth Enterprises's WM Position: Q2 2026 in Review
Avidian Wealth Enterprises increased its Waste Management (WM) stake by 2.8% in Q2 2026, buying an estimated $38K and bringing the position to 6,279 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #262.
Avidian Wealth Enterprises first reported a position in WM in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.4M in Q1 2026. 2,361 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- Avidian Wealth Enterprises held 6,279 shares of Waste Management worth $1.4M as of Q2 2026.
- Avidian Wealth Enterprises bought 171 Waste Management shares in Q2 2026, an estimated $38K.
- Waste Management made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #262 holding.
- Avidian Wealth Enterprises first reported a position in Waste Management in Q4 2017 and has held it in 35 quarters since.
- Avidian Wealth Enterprises's Waste Management position peaked at $1.4M in Q1 2026.
- 2,361 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.