Cetera Investment Advisers’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 | $47.6M | Buy |
208,112
+6,453
| +3% | +$1.48M | 0.08% | 249 |
|
2025
Q1 | $46.7M | Buy |
201,659
+24,243
| +14% | +$5.61M | 0.09% | 230 |
|
2024
Q4 | $35.8M | Buy |
177,416
+7,567
| +4% | +$1.53M | 0.07% | 265 |
|
2024
Q3 | $35.3M | Buy |
169,849
+2,932
| +2% | +$609K | 0.08% | 259 |
|
2024
Q2 | $35.6M | Sell |
166,917
-5,453
| -3% | -$1.16M | 0.08% | 234 |
|
2024
Q1 | $36.7M | Buy |
172,370
+112,642
| +189% | +$24M | 0.09% | 228 |
|
2023
Q4 | $10.7M | Sell |
59,728
-395
| -0.7% | -$70.7K | 0.09% | 213 |
|
2023
Q3 | $9.17M | Buy |
60,123
+2,995
| +5% | +$457K | 0.08% | 240 |
|
2023
Q2 | $9.91M | Buy |
57,128
+3,618
| +7% | +$627K | 0.08% | 225 |
|
2023
Q1 | $8.73M | Buy |
53,510
+237
| +0.4% | +$38.7K | 0.08% | 245 |
|
2022
Q4 | $8.36M | Buy |
53,273
+15,668
| +42% | +$2.46M | 0.08% | 247 |
|
2022
Q3 | $6.03M | Sell |
37,605
-4,237
| -10% | -$679K | 0.12% | 179 |
|
2022
Q2 | $6.4M | Buy |
41,842
+11,596
| +38% | +$1.77M | 0.1% | 212 |
|
2022
Q1 | $4.79M | Buy |
30,246
+2,329
| +8% | +$369K | 0.07% | 288 |
|
2021
Q4 | $4.66M | Buy |
27,917
+1,060
| +4% | +$177K | 0.07% | 294 |
|
2021
Q3 | $4.01M | Buy |
26,857
+988
| +4% | +$148K | 0.06% | 313 |
|
2021
Q2 | $3.63M | Buy |
25,869
+1,925
| +8% | +$270K | 0.06% | 347 |
|
2021
Q1 | $3.09M | Buy |
23,944
+1,144
| +5% | +$148K | 0.06% | 324 |
|
2020
Q4 | $2.69M | Buy |
22,800
+16,240
| +248% | +$1.92M | 0.05% | 357 |
|
2020
Q3 | $742K | Buy |
6,560
+569
| +9% | +$64.4K | 0.06% | 307 |
|
2020
Q2 | $634K | Buy |
5,991
+635
| +12% | +$67.2K | 0.06% | 314 |
|
2020
Q1 | $496K | Sell |
5,356
-673
| -11% | -$62.3K | 0.06% | 303 |
|
2019
Q4 | $686K | Buy |
6,029
+94
| +2% | +$10.7K | 0.07% | 276 |
|
2019
Q3 | $688K | Buy |
5,935
+1,047
| +21% | +$121K | 0.08% | 252 |
|
2019
Q2 | $567K | Buy |
4,888
+317
| +7% | +$36.8K | 0.07% | 266 |
|
2019
Q1 | $475K | Buy |
4,571
+175
| +4% | +$18.2K | 0.07% | 286 |
|
2018
Q4 | $390K | Buy |
4,396
+348
| +9% | +$30.9K | 0.06% | 301 |
|
2018
Q3 | $364K | Buy |
4,048
+263
| +7% | +$23.6K | 0.05% | 335 |
|
2018
Q2 | $308K | Buy |
3,785
+1,223
| +48% | +$99.5K | 0.05% | 320 |
|
2018
Q1 | $214K | Sell |
2,562
-1,993
| -44% | -$166K | 0.04% | 358 |
|
2017
Q4 | $394K | Sell |
4,555
-247
| -5% | -$21.4K | 0.07% | 276 |
|
2017
Q3 | $376K | Buy |
4,802
+1,035
| +27% | +$81K | 0.08% | 282 |
|
2017
Q2 | $277K | Sell |
3,767
-192
| -5% | -$14.1K | 0.07% | 314 |
|
2017
Q1 | $290K | Buy |
+3,959
| New | +$290K | 0.08% | 285 |
|
2016
Q3 | – | Sell |
-4,470
| Closed | -$298K | – | 325 |
|
2016
Q2 | $298K | Buy |
4,470
+532
| +14% | +$35.5K | 0.12% | 214 |
|
2016
Q1 | $232K | Hold |
3,938
| – | – | 0.1% | 234 |
|
2015
Q4 | $209K | Buy |
+3,938
| New | +$209K | 0.1% | 231 |
|