AWE
Avidian Wealth Enterprises’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
3,039
+123
| +4% | +$28.1K | 0.03% | 261 |
|
|
2025
Q1 | $675K | Buy |
2,916
+20
| +0.7% | +$4.63K | 0.03% | 253 |
|
|
2024
Q4 | $584K | Buy |
2,896
+43
| +2% | +$8.68K | 0.03% | 269 |
|
|
2024
Q3 | $592K | Sell |
2,853
-820
| -22% | -$170K | 0.03% | 268 |
|
|
2024
Q2 | $784K | Buy |
3,673
+126
| +4% | +$26.9K | 0.03% | 206 |
|
|
2024
Q1 | $756K | Buy |
3,547
+131
| +4% | +$27.9K | 0.04% | 198 |
|
|
2023
Q4 | $612K | Sell |
3,416
-83
| -2% | -$14.9K | 0.04% | 227 |
|
|
2023
Q3 | $533K | Buy |
3,499
+301
| +9% | +$45.9K | 0.04% | 242 |
|
|
2023
Q2 | $555K | Buy |
3,198
+73
| +2% | +$12.7K | 0.04% | 249 |
|
|
2023
Q1 | $510K | Sell |
3,125
-369
| -11% | -$60.2K | 0.03% | 289 |
|
|
2022
Q4 | $548K | Buy |
3,494
+189
| +6% | +$29.6K | 0.04% | 261 |
|
|
2022
Q3 | $530K | Sell |
3,305
-1,344
| -29% | -$216K | 0.04% | 229 |
|
|
2022
Q2 | $711K | Buy |
4,649
+186
| +4% | +$28.4K | 0.05% | 211 |
|
|
2022
Q1 | $707K | Sell |
4,463
-998
| -18% | -$158K | 0.04% | 234 |
|
|
2021
Q4 | $911K | Buy |
5,461
+401
| +8% | +$66.9K | 0.06% | 198 |
|
|
2021
Q3 | $756K | Buy |
5,060
+1,329
| +36% | +$199K | 0.06% | 158 |
|
|
2021
Q2 | $523K | Buy |
3,731
+387
| +12% | +$54.2K | 0.04% | 212 |
|
|
2021
Q1 | $431K | Buy |
3,344
+226
| +7% | +$29.1K | 0.04% | 231 |
|
|
2020
Q4 | $368K | Buy |
3,118
+79
| +3% | +$9.32K | 0.03% | 227 |
|
|
2020
Q3 | $344K | Sell |
3,039
-42
| -1% | -$4.75K | 0.04% | 201 |
|
|
2020
Q2 | $326K | Sell |
3,081
-214
| -6% | -$22.6K | 0.04% | 179 |
|
|
2020
Q1 | $305K | Sell |
3,295
-496
| -13% | -$45.9K | 0.05% | 143 |
|
|
2019
Q4 | $432K | Buy |
3,791
+695
| +22% | +$79.2K | 0.06% | 133 |
|
|
2019
Q3 | $356K | Sell |
3,096
-128
| -4% | -$14.7K | 0.06% | 130 |
|
|
2019
Q2 | $372K | Buy |
3,224
+113
| +4% | +$13K | 0.09% | 84 |
|
|
2019
Q1 | $323K | Sell |
3,111
-8,220
| -73% | -$853K | 0.07% | 89 |
|
|
2018
Q4 | $1.01M | Buy |
11,331
+741
| +7% | +$65.9K | 0.35% | 32 |
|
|
2018
Q3 | $957K | Buy |
10,590
+8,080
| +322% | +$730K | 0.3% | 38 |
|
|
2018
Q2 | $204K | Hold |
2,510
| – | – | 0.06% | 94 |
|
|
2018
Q1 | $211K | Hold |
2,510
| – | – | 0.07% | 90 |
|
|
2017
Q4 | $217 | Buy |
+2,510
| New | +$217 | 0.06% | 93 |
|