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