CLA (CliftonLarsonAllen) Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
12,321
-1,037
| -8% | -$237K | 0.05% | 107 |
|
|
2025
Q1 | $3.09M | Buy |
13,358
+528
| +4% | +$122K | 0.06% | 99 |
|
|
2024
Q4 | $2.59M | Buy |
12,830
+327
| +3% | +$66K | 0.05% | 100 |
|
|
2024
Q3 | $2.6M | Buy |
12,503
+140
| +1% | +$29.1K | 0.06% | 100 |
|
|
2024
Q2 | $2.64M | Sell |
12,363
-14
| -0.1% | -$2.99K | 0.06% | 90 |
|
|
2024
Q1 | $2.64M | Buy |
12,377
+796
| +7% | +$170K | 0.06% | 89 |
|
|
2023
Q4 | $2.07M | Buy |
11,581
+142
| +1% | +$25.4K | 0.05% | 103 |
|
|
2023
Q3 | $1.74M | Sell |
11,439
-427
| -4% | -$65.1K | 0.05% | 104 |
|
|
2023
Q2 | $2.06M | Sell |
11,866
-2,090
| -15% | -$362K | 0.06% | 100 |
|
|
2023
Q1 | $2.28M | Hold |
13,956
| – | – | 0.07% | 92 |
|
|
2022
Q4 | $2.19M | Buy |
+13,956
| New | +$2.19M | 0.08% | 98 |
|
|
2021
Q4 | – | Sell |
-7,966
| Closed | -$1.19M | – | 301 |
|
|
2021
Q3 | $1.19M | Buy |
7,966
+5
| +0.1% | +$747 | 0.05% | 130 |
|
|
2021
Q2 | $1.12M | Buy |
+7,961
| New | +$1.12M | 0.05% | 141 |
|