Dana Investment Advisors’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 | $363K | Sell |
1,585
-342
| -18% | -$78.3K | 0.01% | 481 |
|
|
2025
Q1 | $446K | Sell |
1,927
-27
| -1% | -$6.25K | 0.02% | 459 |
|
|
2024
Q4 | $394K | Buy |
+1,954
| New | +$394K | 0.01% | 477 |
|
|
2020
Q3 | – | Sell |
-225,564
| Closed | -$23.9M | – | 297 |
|
|
2020
Q2 | $23.9M | Sell |
225,564
-20,702
| -8% | -$2.19M | 1.29% | 25 |
|
|
2020
Q1 | $22.8M | Sell |
246,266
-12,323
| -5% | -$1.14M | 1.39% | 29 |
|
|
2019
Q4 | $29.5M | Sell |
258,589
-7,742
| -3% | -$882K | 1.41% | 30 |
|
|
2019
Q3 | $30.6M | Sell |
266,331
-21,085
| -7% | -$2.42M | 1.55% | 21 |
|
|
2019
Q2 | $33.2M | Sell |
287,416
-43,448
| -13% | -$5.01M | 1.64% | 12 |
|
|
2019
Q1 | $34.4M | Sell |
330,864
-25,619
| -7% | -$2.66M | 1.62% | 12 |
|
|
2018
Q4 | $31.7M | Sell |
356,483
-66,739
| -16% | -$5.94M | 1.61% | 13 |
|
|
2018
Q3 | $38.2M | Sell |
423,222
-12,824
| -3% | -$1.16M | 1.56% | 15 |
|
|
2018
Q2 | $35.5M | Buy |
+436,046
| New | +$35.5M | 1.55% | 13 |
|