Capital Investment Advisory Services’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 | $526K | Sell |
2,299
-19
| -0.8% | -$4.35K | 0.04% | 334 |
|
|
2025
Q1 | $537K | Buy |
2,318
+222
| +11% | +$51.4K | 0.05% | 309 |
|
|
2024
Q4 | $423K | Buy |
2,096
+25
| +1% | +$5.04K | 0.04% | 320 |
|
|
2024
Q3 | $430K | Sell |
2,071
-151
| -7% | -$31.4K | 0.04% | 328 |
|
|
2024
Q2 | $474K | Sell |
2,222
-83
| -4% | -$17.7K | 0.05% | 297 |
|
|
2024
Q1 | $491K | Sell |
2,305
-44
| -2% | -$9.38K | 0.05% | 300 |
|
|
2023
Q4 | $421K | Sell |
2,349
-1,849
| -44% | -$331K | 0.04% | 327 |
|
|
2023
Q3 | $640K | Sell |
4,198
-1,630
| -28% | -$249K | 0.06% | 229 |
|
|
2023
Q2 | $1.01M | Sell |
5,828
-83
| -1% | -$14.4K | 0.1% | 174 |
|
|
2023
Q1 | $965K | Sell |
5,911
-1,223
| -17% | -$200K | 0.11% | 166 |
|
|
2022
Q4 | $1.12M | Buy |
7,134
+391
| +6% | +$61.3K | 0.13% | 146 |
|
|
2022
Q3 | $1.08M | Sell |
6,743
-626
| -8% | -$100K | 0.14% | 135 |
|
|
2022
Q2 | $1.13M | Sell |
7,369
-43
| -0.6% | -$6.58K | 0.14% | 142 |
|
|
2022
Q1 | $1.18M | Sell |
7,412
-915
| -11% | -$145K | 0.13% | 148 |
|
|
2021
Q4 | $1.39M | Sell |
8,327
-184
| -2% | -$30.7K | 0.16% | 132 |
|
|
2021
Q3 | $1.27M | Buy |
8,511
+46
| +0.5% | +$6.87K | 0.16% | 130 |
|
|
2021
Q2 | $1.19M | Buy |
8,465
+127
| +2% | +$17.8K | 0.15% | 132 |
|
|
2021
Q1 | $1.08M | Sell |
8,338
-586
| -7% | -$75.6K | 0.15% | 138 |
|
|
2020
Q4 | $1.05M | Buy |
8,924
+1,171
| +15% | +$138K | 0.16% | 135 |
|
|
2020
Q3 | $877K | Sell |
7,753
-2,026
| -21% | -$229K | 0.17% | 130 |
|
|
2020
Q2 | $1.04M | Buy |
9,779
+4,063
| +71% | +$430K | 0.21% | 103 |
|
|
2020
Q1 | $529K | Buy |
5,716
+3,559
| +165% | +$329K | 0.13% | 152 |
|
|
2019
Q4 | $246K | Sell |
2,157
-200
| -8% | -$22.8K | 0.07% | 262 |
|
|
2019
Q3 | $271K | Buy |
2,357
+50
| +2% | +$5.75K | 0.08% | 226 |
|
|
2019
Q2 | $270K | Buy |
2,307
+842
| +57% | +$98.5K | 0.08% | 231 |
|
|
2019
Q1 | $152K | Buy |
1,465
+200
| +16% | +$20.8K | 0.06% | 262 |
|
|
2018
Q4 | $113K | Buy |
+1,265
| New | +$113K | 0.05% | 278 |
|