Creative Planning’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 | $36M | Buy |
157,170
+9,878
| +7% | +$2.26M | 0.03% | 225 |
|
|
2025
Q1 | $34.1M | Buy |
147,292
+8,598
| +6% | +$1.99M | 0.03% | 218 |
|
|
2024
Q4 | $28M | Buy |
138,694
+5,326
| +4% | +$1.07M | 0.03% | 231 |
|
|
2024
Q3 | $27.7M | Sell |
133,368
-690
| -0.5% | -$143K | 0.03% | 219 |
|
|
2024
Q2 | $28.6M | Sell |
134,058
-6,440
| -5% | -$1.37M | 0.03% | 209 |
|
|
2024
Q1 | $29.9M | Buy |
140,498
+4,044
| +3% | +$862K | 0.03% | 200 |
|
|
2023
Q4 | $24.4M | Sell |
136,454
-12,316
| -8% | -$2.21M | 0.05% | 212 |
|
|
2023
Q3 | $22.7M | Buy |
148,770
+21,672
| +17% | +$3.3M | 0.03% | 219 |
|
|
2023
Q2 | $22M | Sell |
127,098
-4,655
| -4% | -$807K | 0.03% | 208 |
|
|
2023
Q1 | $21.5M | Sell |
131,753
-516
| -0.4% | -$84.2K | 0.03% | 205 |
|
|
2022
Q4 | $20.8M | Buy |
132,269
+1,592
| +1% | +$250K | 0.03% | 209 |
|
|
2022
Q3 | $20.9M | Sell |
130,677
-3,570
| -3% | -$572K | 0.04% | 181 |
|
|
2022
Q2 | $20.5M | Buy |
134,247
+28,211
| +27% | +$4.32M | 0.03% | 191 |
|
|
2022
Q1 | $16.8M | Buy |
106,036
+22,341
| +27% | +$3.54M | 0.03% | 234 |
|
|
2021
Q4 | $14M | Buy |
83,695
+150
| +0.2% | +$25K | 0.02% | 231 |
|
|
2021
Q3 | $12.5M | Buy |
83,545
+604
| +0.7% | +$90.2K | 0.02% | 235 |
|
|
2021
Q2 | $11.6M | Sell |
82,941
-3,077
| -4% | -$431K | 0.02% | 242 |
|
|
2021
Q1 | $11.1M | Sell |
86,018
-1,072
| -1% | -$138K | 0.02% | 253 |
|
|
2020
Q4 | $10.3M | Buy |
87,090
+1,344
| +2% | +$159K | 0.02% | 247 |
|
|
2020
Q3 | $9.7M | Buy |
85,746
+2,673
| +3% | +$303K | 0.03% | 209 |
|
|
2020
Q2 | $8.8M | Sell |
83,073
-1,123
| -1% | -$119K | 0.03% | 202 |
|
|
2020
Q1 | $7.79M | Sell |
84,196
-3,792
| -4% | -$351K | 0.03% | 196 |
|
|
2019
Q4 | $10M | Buy |
87,988
+1,724
| +2% | +$196K | 0.03% | 187 |
|
|
2019
Q3 | $9.92M | Sell |
86,264
-4,799
| -5% | -$552K | 0.03% | 177 |
|
|
2019
Q2 | $10.5M | Buy |
91,063
+9,450
| +12% | +$1.09M | 0.04% | 174 |
|
|
2019
Q1 | $8.48M | Buy |
81,613
+1,444
| +2% | +$150K | 0.03% | 189 |
|
|
2018
Q4 | $7.13M | Buy |
80,169
+3,013
| +4% | +$268K | 0.03% | 190 |
|
|
2018
Q3 | $6.97M | Sell |
77,156
-716
| -0.9% | -$64.7K | 0.03% | 215 |
|
|
2018
Q2 | $6.33M | Buy |
77,872
+2,466
| +3% | +$201K | 0.02% | 219 |
|
|
2018
Q1 | $6.34M | Buy |
75,406
+5,782
| +8% | +$486K | 0.03% | 204 |
|
|
2017
Q4 | $6.01M | Buy |
69,624
+6,652
| +11% | +$574K | 0.03% | 208 |
|
|
2017
Q3 | $4.93M | Buy |
62,972
+3,806
| +6% | +$298K | 0.02% | 240 |
|
|
2017
Q2 | $4.34M | Buy |
59,166
+2,688
| +5% | +$197K | 0.02% | 248 |
|
|
2017
Q1 | $4.12M | Buy |
56,478
+5,151
| +10% | +$376K | 0.02% | 246 |
|
|
2016
Q4 | $3.64M | Sell |
51,327
-856
| -2% | -$60.7K | 0.02% | 266 |
|
|
2016
Q3 | $3.33M | Buy |
52,183
+4,628
| +10% | +$295K | 0.02% | 271 |
|
|
2016
Q2 | $3.15M | Buy |
47,555
+3,327
| +8% | +$220K | 0.02% | 243 |
|
|
2016
Q1 | $2.61M | Sell |
44,228
-1,656
| -4% | -$97.7K | 0.02% | 268 |
|
|
2015
Q4 | $2.45M | Sell |
45,884
-1,821
| -4% | -$97.2K | 0.02% | 270 |
|
|
2015
Q3 | $2.38M | Buy |
47,705
+5,980
| +14% | +$298K | 0.02% | 262 |
|
|
2015
Q2 | $1.93M | Buy |
41,725
+1,118
| +3% | +$51.8K | 0.02% | 296 |
|
|
2015
Q1 | $2.2M | Buy |
40,607
+2,758
| +7% | +$150K | 0.02% | 261 |
|
|
2014
Q4 | $1.94M | Buy |
37,849
+941
| +3% | +$48.3K | 0.02% | 280 |
|
|
2014
Q3 | $1.75M | Buy |
36,908
+6,263
| +20% | +$298K | 0.02% | 269 |
|
|
2014
Q2 | $1.37M | Sell |
30,645
-1,008
| -3% | -$45.1K | 0.02% | 304 |
|
|
2014
Q1 | $1.33M | Buy |
31,653
+2,444
| +8% | +$103K | 0.02% | 291 |
|
|
2013
Q4 | $1.31M | Buy |
29,209
+14,149
| +94% | +$635K | 0.02% | 255 |
|
|
2013
Q3 | $621K | Buy |
15,060
+977
| +7% | +$40.3K | 0.01% | 384 |
|
|
2013
Q2 | $568K | Buy |
+14,083
| New | +$568K | 0.01% | 378 |
|