Checchi Capital 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 | $1.42M | Sell |
6,185
-471
| -7% | -$108K | 0.08% | 163 |
|
2025
Q1 | $1.54M | Sell |
6,656
-112
| -2% | -$25.9K | 0.08% | 153 |
|
2024
Q4 | $1.37M | Buy |
6,768
+45
| +0.7% | +$9.08K | 0.08% | 149 |
|
2024
Q3 | $1.4M | Sell |
6,723
-2
| -0% | -$415 | 0.08% | 154 |
|
2024
Q2 | $1.43M | Buy |
6,725
+26
| +0.4% | +$5.55K | 0.07% | 147 |
|
2024
Q1 | $1.43M | Sell |
6,699
-25
| -0.4% | -$5.33K | 0.11% | 150 |
|
2023
Q4 | $1.2M | Buy |
6,724
+185
| +3% | +$33.1K | 0.1% | 167 |
|
2023
Q3 | $997K | Sell |
6,539
-104
| -2% | -$15.9K | 0.09% | 175 |
|
2023
Q2 | $1.15M | Sell |
6,643
-77
| -1% | -$13.4K | 0.1% | 160 |
|
2023
Q1 | $1.1M | Sell |
6,720
-201
| -3% | -$32.8K | 0.11% | 160 |
|
2022
Q4 | $1.09M | Sell |
6,921
-28
| -0.4% | -$4.39K | 0.11% | 152 |
|
2022
Q3 | $1.11M | Buy |
6,949
+42
| +0.6% | +$6.73K | 0.1% | 138 |
|
2022
Q2 | $1.14M | Buy |
6,907
+310
| +5% | +$51K | 0.1% | 144 |
|
2022
Q1 | $1.05M | Buy |
6,597
+93
| +1% | +$14.7K | 0.09% | 150 |
|
2021
Q4 | $1.09M | Buy |
6,504
+161
| +3% | +$26.9K | 0.1% | 141 |
|
2021
Q3 | $947K | Buy |
6,343
+64
| +1% | +$9.56K | 0.09% | 145 |
|
2021
Q2 | $880K | Sell |
6,279
-18
| -0.3% | -$2.52K | 0.09% | 156 |
|
2021
Q1 | $812K | Buy |
6,297
+6
| +0.1% | +$774 | 0.08% | 158 |
|
2020
Q4 | $742K | Sell |
6,291
-306
| -5% | -$36.1K | 0.08% | 169 |
|
2020
Q3 | $747K | Sell |
6,597
-142
| -2% | -$16.1K | 0.08% | 142 |
|
2020
Q2 | $714K | Buy |
6,739
+243
| +4% | +$25.7K | 0.09% | 142 |
|
2020
Q1 | $601K | Sell |
6,496
-12
| -0.2% | -$1.11K | 0.06% | 140 |
|
2019
Q4 | $742K | Buy |
6,508
+57
| +0.9% | +$6.5K | 0.1% | 133 |
|
2019
Q3 | $742K | Sell |
6,451
-35
| -0.5% | -$4.03K | 0.1% | 125 |
|
2019
Q2 | $748K | Buy |
6,486
+398
| +7% | +$45.9K | 0.1% | 129 |
|
2019
Q1 | $633K | Sell |
6,088
-572
| -9% | -$59.5K | 0.07% | 146 |
|
2018
Q4 | $593K | Sell |
6,660
-598
| -8% | -$53.2K | 0.08% | 139 |
|
2018
Q3 | $656K | Sell |
7,258
-25
| -0.3% | -$2.26K | 0.08% | 159 |
|
2018
Q2 | $592K | Buy |
7,283
+190
| +3% | +$15.4K | 0.07% | 164 |
|
2018
Q1 | $597K | Buy |
7,093
+685
| +11% | +$57.7K | 0.08% | 151 |
|
2017
Q4 | $553K | Sell |
6,408
-62
| -1% | -$5.35K | 0.07% | 171 |
|
2017
Q3 | $506K | Sell |
6,470
-124
| -2% | -$9.7K | 0.05% | 169 |
|
2017
Q2 | $484K | Sell |
6,594
-521
| -7% | -$38.2K | 0.05% | 172 |
|
2017
Q1 | $519K | Sell |
7,115
-700
| -9% | -$51.1K | 0.06% | 166 |
|
2016
Q4 | $554K | Buy |
7,815
+238
| +3% | +$16.9K | 0.07% | 148 |
|
2016
Q3 | $483K | Buy |
7,577
+246
| +3% | +$15.7K | 0.05% | 159 |
|
2016
Q2 | $486K | Sell |
7,331
-770
| -10% | -$51K | 0.06% | 150 |
|
2016
Q1 | $478K | Buy |
8,101
+33
| +0.4% | +$1.95K | 0.11% | 153 |
|
2015
Q4 | $431K | Buy |
8,068
+591
| +8% | +$31.6K | 0.11% | 168 |
|
2015
Q3 | $372K | Buy |
7,477
+260
| +4% | +$12.9K | 0.1% | 177 |
|
2015
Q2 | $335K | Buy |
7,217
+83
| +1% | +$3.85K | 0.09% | 203 |
|
2015
Q1 | $387K | Buy |
7,134
+485
| +7% | +$26.3K | 0.11% | 167 |
|
2014
Q4 | $341K | Buy |
6,649
+1,786
| +37% | +$91.6K | 0.13% | 174 |
|
2014
Q3 | $231K | Buy |
+4,863
| New | +$231K | 0.09% | 226 |
|