Delos Wealth 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 | $129K | Buy |
+565
| New | +$129K | 0.1% | 63 |
|
|
2025
Q1 | – | Sell |
-565
| Closed | -$114K | – | 192 |
|
|
2024
Q4 | $114K | Sell |
565
-153
| -21% | -$30.9K | 0.09% | 57 |
|
|
2024
Q3 | $149K | Buy |
718
+50
| +7% | +$10.4K | 0.13% | 59 |
|
|
2024
Q2 | $143K | Sell |
668
-143
| -18% | -$30.5K | 0.14% | 61 |
|
|
2024
Q1 | $173K | Sell |
811
-189
| -19% | -$40.3K | 0.19% | 48 |
|
|
2023
Q4 | $179K | Sell |
1,000
-1,300
| -57% | -$233K | 0.26% | 35 |
|
|
2023
Q3 | $361K | Hold |
2,300
| – | – | 0.44% | 36 |
|
|
2023
Q2 | $399K | Sell |
2,300
-1,379
| -37% | -$239K | 0.51% | 34 |
|
|
2023
Q1 | $600K | Sell |
3,679
-12,961
| -78% | -$2.11M | 0.76% | 34 |
|
|
2022
Q4 | $2.61M | Buy |
16,640
+43
| +0.3% | +$6.75K | 4.03% | 9 |
|
|
2022
Q3 | $2.66M | Buy |
16,597
+9
| +0.1% | +$1.44K | 3.18% | 14 |
|
|
2022
Q2 | $2.54M | Buy |
16,588
+303
| +2% | +$46.4K | 2.84% | 14 |
|
|
2022
Q1 | $2.58M | Buy |
16,285
+1,396
| +9% | +$221K | 2.54% | 13 |
|
|
2021
Q4 | $2.49M | Buy |
14,889
+197
| +1% | +$32.9K | 2.37% | 15 |
|
|
2021
Q3 | $2.19M | Buy |
14,692
+638
| +5% | +$95.3K | 2.41% | 18 |
|
|
2021
Q2 | $1.97M | Buy |
+14,054
| New | +$1.97M | 2.46% | 15 |
|