Capital Advisors 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 | $362K | Sell |
1,582
-367
| -19% | -$84K | 0.06% | 136 |
|
|
2025
Q1 | $451K | Buy |
1,949
+4
| +0.2% | +$926 | 0.08% | 112 |
|
|
2024
Q4 | $393K | Buy |
1,945
+5
| +0.3% | +$1.01K | 0.07% | 113 |
|
|
2024
Q3 | $403K | Buy |
1,940
+94
| +5% | +$19.5K | 0.07% | 108 |
|
|
2024
Q2 | $394K | Buy |
1,846
+329
| +22% | +$70.2K | 0.08% | 97 |
|
|
2024
Q1 | $323K | Buy |
1,517
+33
| +2% | +$7.03K | 0.07% | 112 |
|
|
2023
Q4 | $266K | Buy |
1,484
+4
| +0.3% | +$716 | 0.06% | 119 |
|
|
2023
Q3 | $226K | Buy |
1,480
+3
| +0.2% | +$457 | 0.06% | 119 |
|
|
2023
Q2 | $256K | Buy |
+1,477
| New | +$256K | 0.07% | 108 |
|
|
2023
Q1 | – | Sell |
-1,991
| Closed | -$312K | – | 149 |
|
|
2022
Q4 | $312K | Buy |
1,991
+19
| +1% | +$2.98K | 0.09% | 94 |
|
|
2022
Q3 | $316K | Buy |
1,972
+38
| +2% | +$6.09K | 0.1% | 89 |
|
|
2022
Q2 | $296K | Buy |
1,934
+39
| +2% | +$5.97K | 0.1% | 88 |
|
|
2022
Q1 | $300K | Buy |
1,895
+267
| +16% | +$42.3K | 0.09% | 91 |
|
|
2021
Q4 | $272K | Buy |
1,628
+79
| +5% | +$13.2K | 0.08% | 100 |
|
|
2021
Q3 | $231K | Buy |
1,549
+103
| +7% | +$15.4K | 0.08% | 92 |
|
|
2021
Q2 | $203K | Buy |
+1,446
| New | +$203K | 0.08% | 93 |
|