Avior Wealth Management’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 | $529K | Sell |
2,310
-1,009
| -30% | -$231K | 0.02% | 417 |
|
|
2025
Q1 | $768K | Sell |
3,319
-1
| -0% | -$232 | 0.03% | 316 |
|
|
2024
Q4 | $670K | Buy |
3,320
+297
| +10% | +$59.9K | 0.02% | 371 |
|
|
2024
Q3 | $628K | Buy |
3,023
+566
| +23% | +$118K | 0.03% | 394 |
|
|
2024
Q2 | $524K | Sell |
2,457
-1,102
| -31% | -$235K | 0.02% | 421 |
|
|
2024
Q1 | $759K | Buy |
3,559
+1,915
| +116% | +$408K | 0.04% | 350 |
|
|
2023
Q4 | $294K | Buy |
1,644
+264
| +19% | +$47.3K | 0.02% | 454 |
|
|
2023
Q3 | $210K | Buy |
1,380
+504
| +58% | +$76.8K | 0.01% | 513 |
|
|
2023
Q2 | $152K | Buy |
876
+2
| +0.2% | +$347 | 0.01% | 575 |
|
|
2023
Q1 | $143K | Hold |
874
| – | – | 0.01% | 578 |
|
|
2022
Q4 | $137K | Sell |
874
-312
| -26% | -$48.9K | 0.01% | 506 |
|
|
2022
Q3 | $190K | Buy |
1,186
+1
| +0.1% | +$160 | 0.02% | 456 |
|
|
2022
Q2 | $181K | Buy |
1,185
+506
| +75% | +$77.3K | 0.02% | 431 |
|
|
2022
Q1 | $107K | Sell |
679
-1
| -0.1% | -$158 | 0.01% | 504 |
|
|
2021
Q4 | $113K | Buy |
680
+291
| +75% | +$48.4K | 0.01% | 488 |
|
|
2021
Q3 | $58K | Buy |
389
+1
| +0.3% | +$149 | ﹤0.01% | 545 |
|
|
2021
Q2 | $54K | Buy |
388
+35
| +10% | +$4.87K | 0.01% | 526 |
|
|
2021
Q1 | $45K | Buy |
353
+192
| +119% | +$24.5K | ﹤0.01% | 533 |
|
|
2020
Q4 | $18K | Buy |
161
+81
| +101% | +$9.06K | ﹤0.01% | 632 |
|
|
2020
Q3 | $9K | Sell |
80
-11
| -12% | -$1.24K | ﹤0.01% | 711 |
|
|
2020
Q2 | $9K | Buy |
91
+84
| +1,200% | +$8.31K | ﹤0.01% | 684 |
|
|
2020
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 907 |
|
|
2019
Q4 | $0 | Sell |
7
-2,228
| -100% | – | ﹤0.01% | 882 |
|
|
2019
Q3 | $256K | Sell |
2,235
-785
| -26% | -$89.9K | 0.04% | 329 |
|
|
2019
Q2 | $348K | Sell |
3,020
-662
| -18% | -$76.3K | 0.06% | 265 |
|
|
2019
Q1 | $382K | Hold |
3,682
| – | – | 0.08% | 239 |
|
|
2018
Q4 | $327K | Buy |
3,682
+626
| +20% | +$55.6K | 0.08% | 232 |
|
|
2018
Q3 | $276K | Hold |
3,056
| – | – | 0.06% | 276 |
|
|
2018
Q2 | $249K | Sell |
3,056
-11
| -0.4% | -$896 | 0.06% | 276 |
|
|
2018
Q1 | $258K | Sell |
3,067
-268
| -8% | -$22.5K | 0.06% | 255 |
|
|
2017
Q4 | $288K | Buy |
+3,335
| New | +$288K | 0.06% | 252 |
|