Heritage 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 | $425K | Hold |
1,858
| – | – | 0.02% | 148 |
|
|
2025
Q1 | $430K | Sell |
1,858
-948
| -34% | -$219K | 0.02% | 139 |
|
|
2024
Q4 | $566K | Sell |
2,806
-13
| -0.5% | -$2.62K | 0.03% | 129 |
|
|
2024
Q3 | $585K | Buy |
2,819
+54
| +2% | +$11.2K | 0.03% | 129 |
|
|
2024
Q2 | $590K | Sell |
2,765
-259
| -9% | -$55.3K | 0.03% | 125 |
|
|
2024
Q1 | $645K | Sell |
3,024
-707
| -19% | -$151K | 0.03% | 127 |
|
|
2023
Q4 | $668K | Sell |
3,731
-1,935
| -34% | -$347K | 0.03% | 119 |
|
|
2023
Q3 | $864K | Sell |
5,666
-1,628
| -22% | -$248K | 0.05% | 85 |
|
|
2023
Q2 | $1.26M | Buy |
7,294
+29
| +0.4% | +$5.03K | 0.07% | 73 |
|
|
2023
Q1 | $1.19M | Buy |
7,265
+268
| +4% | +$43.7K | 0.07% | 72 |
|
|
2022
Q4 | $1.1M | Sell |
6,997
-840
| -11% | -$132K | 0.06% | 77 |
|
|
2022
Q3 | $1.26M | Buy |
7,837
+116
| +2% | +$18.6K | 0.09% | 65 |
|
|
2022
Q2 | $1.18M | Sell |
7,721
-108
| -1% | -$16.5K | 0.08% | 68 |
|
|
2022
Q1 | $1.24M | Sell |
7,829
-179
| -2% | -$28.4K | 0.07% | 71 |
|
|
2021
Q4 | $1.34M | Buy |
8,008
+838
| +12% | +$140K | 0.07% | 74 |
|
|
2021
Q3 | $1.07M | Buy |
7,170
+37
| +0.5% | +$5.53K | 0.07% | 80 |
|
|
2021
Q2 | $999K | Buy |
7,133
+432
| +6% | +$60.5K | 0.06% | 82 |
|
|
2021
Q1 | $865K | Buy |
6,701
+1,355
| +25% | +$175K | 0.05% | 94 |
|
|
2020
Q4 | $630K | Buy |
5,346
+180
| +3% | +$21.2K | 0.04% | 115 |
|
|
2020
Q3 | $585K | Buy |
5,166
+45
| +0.9% | +$5.09K | 0.08% | 89 |
|
|
2020
Q2 | $542K | Buy |
5,121
+425
| +9% | +$45K | 0.08% | 85 |
|
|
2020
Q1 | $435K | Buy |
4,696
+186
| +4% | +$17.2K | 0.08% | 87 |
|
|
2019
Q4 | $514K | Buy |
4,510
+1,144
| +34% | +$130K | 0.07% | 97 |
|
|
2019
Q3 | $387K | Buy |
3,366
+2,598
| +338% | +$299K | 0.06% | 112 |
|
|
2019
Q2 | $88.5K | Buy |
768
+647
| +535% | +$74.6K | 0.01% | 203 |
|
|
2019
Q1 | $12.6K | Buy |
+121
| New | +$12.6K | ﹤0.01% | 350 |
|
|
2016
Q3 | – | Sell |
-4,150
| Closed | -$275K | – | 96 |
|
|
2016
Q2 | $275K | Hold |
4,150
| – | – | 0.19% | 74 |
|
|
2016
Q1 | $245K | Hold |
4,150
| – | – | 0.19% | 68 |
|
|
2015
Q4 | $221K | Sell |
4,150
-154
| -4% | -$8.2K | 0.19% | 72 |
|
|
2015
Q3 | $215K | Buy |
+4,304
| New | +$215K | 0.18% | 69 |
|
|
2015
Q2 | – | Sell |
-4,150
| Closed | -$225K | – | 92 |
|
|
2015
Q1 | $225K | Hold |
4,150
| – | – | 0.19% | 84 |
|
|
2014
Q4 | $214K | Buy |
+4,150
| New | +$214K | 0.19% | 88 |
|