Bell Investment 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 | $20.4K | Buy |
89
+13
| +17% | +$2.98K | ﹤0.01% | 422 |
|
|
2025
Q1 | $17.6K | Buy |
76
+6
| +9% | +$1.39K | ﹤0.01% | 426 |
|
|
2024
Q4 | $14.1K | Hold |
70
| – | – | ﹤0.01% | 480 |
|
|
2024
Q3 | $14.5K | Buy |
70
+8
| +13% | +$1.66K | ﹤0.01% | 477 |
|
|
2024
Q2 | $13.2K | Hold |
62
| – | – | ﹤0.01% | 507 |
|
|
2024
Q1 | $13.2K | Buy |
62
+3
| +5% | +$639 | ﹤0.01% | 486 |
|
|
2023
Q4 | $10.6K | Sell |
59
-7
| -11% | -$1.25K | ﹤0.01% | 539 |
|
|
2023
Q3 | $10.1K | Sell |
66
-20
| -23% | -$3.05K | ﹤0.01% | 504 |
|
|
2023
Q2 | $14.9K | Buy |
86
+6
| +8% | +$1.04K | ﹤0.01% | 377 |
|
|
2023
Q1 | $13.1K | Buy |
80
+4
| +5% | +$653 | ﹤0.01% | 406 |
|
|
2022
Q4 | $11.9K | Sell |
76
-12
| -14% | -$1.88K | ﹤0.01% | 430 |
|
|
2022
Q3 | $14K | Sell |
88
-10
| -10% | -$1.59K | ﹤0.01% | 341 |
|
|
2022
Q2 | $15K | Buy |
+98
| New | +$15K | ﹤0.01% | 338 |
|
|
2021
Q4 | $37K | Buy |
220
+36
| +20% | +$6.06K | 0.01% | 194 |
|
|
2021
Q3 | $27K | Buy |
+184
| New | +$27K | 0.01% | 228 |
|