Dynamic Advisor Solutions’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Sell |
18,849
-335
| -2% | -$76.7K | 0.13% | 183 |
|
|
2025
Q1 | $4.44M | Buy |
+19,184
| New | +$4.44M | 0.15% | 169 |
|
|
2024
Q4 | – | Sell |
-19,945
| Closed | -$4.14M | – | 919 |
|
|
2024
Q3 | $4.14M | Buy |
19,945
+137
| +0.7% | +$28.4K | 0.12% | 194 |
|
|
2024
Q2 | $4.23M | Buy |
19,808
+998
| +5% | +$213K | 0.13% | 187 |
|
|
2024
Q1 | $4.01M | Buy |
18,810
+1,399
| +8% | +$298K | 0.14% | 191 |
|
|
2023
Q4 | $3.1M | Buy |
17,411
+1,460
| +9% | +$260K | 0.12% | 220 |
|
|
2023
Q3 | $2.43M | Sell |
15,951
-1,124
| -7% | -$171K | 0.11% | 203 |
|
|
2023
Q2 | $2.96M | Buy |
17,075
+510
| +3% | +$88.4K | 0.15% | 171 |
|
|
2023
Q1 | $2.7M | Buy |
16,565
+576
| +4% | +$94K | 0.16% | 167 |
|
|
2022
Q4 | $2.51M | Buy |
15,989
+2,705
| +20% | +$424K | 0.17% | 147 |
|
|
2022
Q3 | $2.13M | Sell |
13,284
-260
| -2% | -$41.7K | 0.16% | 147 |
|
|
2022
Q2 | $2.07M | Buy |
13,544
+539
| +4% | +$82.5K | 0.16% | 149 |
|
|
2022
Q1 | $2.06M | Buy |
13,005
+21
| +0.2% | +$3.33K | 0.14% | 159 |
|
|
2021
Q4 | $2.17M | Sell |
12,984
-535
| -4% | -$89.3K | 0.15% | 154 |
|
|
2021
Q3 | $2.02M | Sell |
13,519
-121
| -0.9% | -$18.1K | 0.15% | 168 |
|
|
2021
Q2 | $1.91M | Buy |
13,640
+306
| +2% | +$42.9K | 0.15% | 166 |
|
|
2021
Q1 | $1.72M | Buy |
13,334
+5,531
| +71% | +$713K | 0.16% | 160 |
|
|
2020
Q4 | $920K | Buy |
7,803
+687
| +10% | +$81K | 0.09% | 252 |
|
|
2020
Q3 | $805K | Sell |
7,116
-75
| -1% | -$8.48K | 0.09% | 242 |
|
|
2020
Q2 | $762K | Buy |
7,191
+34
| +0.5% | +$3.6K | 0.1% | 219 |
|
|
2020
Q1 | $662K | Sell |
7,157
-1,110
| -13% | -$103K | 0.12% | 199 |
|
|
2019
Q4 | $942K | Sell |
8,267
-357
| -4% | -$40.7K | 0.13% | 197 |
|
|
2019
Q3 | $992K | Buy |
8,624
+28
| +0.3% | +$3.22K | 0.15% | 165 |
|
|
2019
Q2 | $992K | Buy |
8,596
+277
| +3% | +$32K | 0.16% | 163 |
|
|
2019
Q1 | $864K | Buy |
8,319
+460
| +6% | +$47.8K | 0.16% | 145 |
|
|
2018
Q4 | $746K | Buy |
7,859
+285
| +4% | +$27.1K | 0.16% | 150 |
|
|
2018
Q3 | $684K | Buy |
7,574
+508
| +7% | +$45.9K | 0.14% | 178 |
|
|
2018
Q2 | $575K | Buy |
7,066
+3,149
| +80% | +$256K | 0.13% | 190 |
|
|
2018
Q1 | $329K | Buy |
+3,917
| New | +$329K | 0.08% | 242 |
|