B. Riley Wealth Advisors’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 | $1.17M | Buy |
+5,133
| New | +$1.17M | 0.06% | 306 |
|
|
2024
Q4 | $4.68M | Sell |
23,201
-2,845
| -11% | -$574K | 0.15% | 147 |
|
|
2024
Q3 | $5.42M | Sell |
26,046
-1,441
| -5% | -$300K | 0.15% | 149 |
|
|
2024
Q2 | $5.86M | Sell |
27,487
-7,837
| -22% | -$1.67M | 0.15% | 139 |
|
|
2024
Q1 | $5.38M | Buy |
35,324
+104
| +0.3% | +$15.9K | 0.15% | 150 |
|
|
2023
Q4 | $6.31M | Sell |
35,220
-104
| -0.3% | -$18.6K | 0.17% | 131 |
|
|
2023
Q3 | $5.38M | Sell |
35,324
-211
| -0.6% | -$32.2K | 0.15% | 150 |
|
|
2023
Q2 | $6.16M | Sell |
35,535
-2,815
| -7% | -$488K | 0.14% | 158 |
|
|
2023
Q1 | $6.26M | Sell |
38,350
-22
| -0.1% | -$3.59K | 0.17% | 140 |
|
|
2022
Q4 | $6.02M | Sell |
38,372
-1,402
| -4% | -$220K | 0.17% | 143 |
|
|
2022
Q3 | $6.37M | Buy |
39,774
+24,521
| +161% | +$3.93M | 0.19% | 117 |
|
|
2022
Q2 | $2.33M | Sell |
15,253
-68
| -0.4% | -$10.4K | 0.1% | 211 |
|
|
2022
Q1 | $2.43M | Buy |
15,321
+2,285
| +18% | +$362K | 0.08% | 258 |
|
|
2021
Q4 | $2.18M | Buy |
13,036
+783
| +6% | +$131K | 0.06% | 330 |
|
|
2021
Q3 | $1.83M | Buy |
12,253
+52
| +0.4% | +$7.77K | 0.06% | 362 |
|
|
2021
Q2 | $1.71M | Buy |
12,201
+4,481
| +58% | +$628K | 0.06% | 378 |
|
|
2021
Q1 | $997K | Buy |
7,720
+2,446
| +46% | +$316K | 0.04% | 480 |
|
|
2020
Q4 | $622K | Sell |
5,274
-1,082
| -17% | -$128K | 0.03% | 465 |
|
|
2020
Q3 | $711K | Buy |
6,356
+2,267
| +55% | +$254K | 0.04% | 406 |
|
|
2020
Q2 | $434K | Buy |
4,089
+150
| +4% | +$15.9K | 0.03% | 503 |
|
|
2020
Q1 | $365K | Sell |
3,939
-2,536
| -39% | -$235K | 0.03% | 483 |
|
|
2019
Q4 | $738K | Buy |
6,475
+24
| +0.4% | +$2.74K | 0.06% | 306 |
|
|
2019
Q3 | $742K | Buy |
6,451
+749
| +13% | +$86.2K | 0.07% | 284 |
|
|
2019
Q2 | $658K | Sell |
5,702
-2,059
| -27% | -$238K | 0.07% | 285 |
|
|
2019
Q1 | $807K | Buy |
7,761
+628
| +9% | +$65.3K | 0.1% | 222 |
|
|
2018
Q4 | $635K | Sell |
7,133
-3
| -0% | -$267 | 0.09% | 239 |
|
|
2018
Q3 | $645K | Sell |
7,136
-1,448
| -17% | -$131K | 0.08% | 282 |
|
|
2018
Q2 | $699K | Sell |
8,584
-705
| -8% | -$57.4K | 0.09% | 241 |
|
|
2018
Q1 | $782K | Sell |
9,289
-747
| -7% | -$62.9K | 0.11% | 204 |
|
|
2017
Q4 | $867K | Buy |
10,036
+520
| +5% | +$44.9K | 0.12% | 198 |
|
|
2017
Q3 | $723K | Buy |
9,516
+4,749
| +100% | +$361K | 0.12% | 187 |
|
|
2017
Q2 | $351K | Sell |
4,767
-1,945
| -29% | -$143K | 0.06% | 322 |
|
|
2017
Q1 | $490K | Sell |
6,712
-45
| -0.7% | -$3.29K | 0.1% | 238 |
|
|
2016
Q4 | $480K | Sell |
6,757
-482
| -7% | -$34.2K | 0.1% | 236 |
|
|
2016
Q3 | $463K | Buy |
7,239
+187
| +3% | +$12K | 0.09% | 286 |
|
|
2016
Q2 | $468K | Buy |
7,052
+2,876
| +69% | +$191K | 0.09% | 268 |
|
|
2016
Q1 | $246K | Sell |
4,176
-27
| -0.6% | -$1.59K | 0.06% | 407 |
|
|
2015
Q4 | $225K | Sell |
4,203
-269
| -6% | -$14.4K | 0.05% | 455 |
|
|
2015
Q3 | $223K | Buy |
4,472
+92
| +2% | +$4.59K | 0.05% | 442 |
|
|
2015
Q2 | $205K | Sell |
4,380
-921
| -17% | -$43.1K | 0.05% | 454 |
|
|
2015
Q1 | $287K | Sell |
5,301
-4,242
| -44% | -$230K | 0.07% | 370 |
|
|
2014
Q4 | $2.37K | Buy |
9,543
+4,107
| +76% | +$1.02K | 0.05% | 498 |
|
|
2014
Q3 | $258K | Sell |
5,436
-5,411
| -50% | -$257K | 0.07% | 420 |
|
|
2014
Q2 | $224K | Buy |
10,847
+5,071
| +88% | +$104K | 0.05% | 414 |
|
|
2014
Q1 | $243K | Buy |
5,776
+568
| +11% | +$23.9K | 0.07% | 316 |
|
|
2013
Q4 | $234K | Buy |
5,208
+335
| +7% | +$15.1K | 0.07% | 300 |
|
|
2013
Q3 | $201K | Buy |
4,873
+758
| +18% | +$31.3K | 0.07% | 335 |
|
|
2013
Q2 | $166K | Buy |
+4,115
| New | +$166K | 0.06% | 399 |
|