HHM 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 | $1.9M | Hold |
8,293
| – | – | 0.23% | 42 |
|
|
2025
Q1 | $1.92M | Hold |
8,293
| – | – | 0.26% | 40 |
|
|
2024
Q4 | $1.67M | Buy |
8,293
+2,597
| +46% | +$524K | 0.23% | 45 |
|
|
2024
Q3 | $1.18M | Buy |
5,696
+141
| +3% | +$29.3K | 0.17% | 54 |
|
|
2024
Q2 | $1.19M | Hold |
5,555
| – | – | 0.18% | 53 |
|
|
2024
Q1 | $1.18M | Buy |
5,555
+1
| +0% | +$213 | 0.19% | 51 |
|
|
2023
Q4 | $995K | Buy |
5,554
+5,472
| +6,673% | +$980K | 0.17% | 52 |
|
|
2023
Q3 | $12.5K | Sell |
82
-179
| -69% | -$27.3K | ﹤0.01% | 470 |
|
|
2023
Q2 | $45.2K | Buy |
261
+1
| +0.4% | +$173 | 0.01% | 298 |
|
|
2023
Q1 | $42.5K | Hold |
260
| – | – | 0.01% | 300 |
|
|
2022
Q4 | $40.8K | Hold |
260
| – | – | 0.01% | 267 |
|
|
2022
Q3 | $42K | Buy |
260
+1
| +0.4% | +$162 | 0.01% | 256 |
|
|
2022
Q2 | $40K | Buy |
259
+189
| +270% | +$29.2K | 0.01% | 309 |
|
|
2022
Q1 | $11K | Hold |
70
| – | – | ﹤0.01% | 530 |
|
|
2021
Q4 | $12K | Buy |
+70
| New | +$12K | ﹤0.01% | 502 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | – | – | 657 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 612 |
|
|
2020
Q4 | $0 | Sell |
2
-191
| -99% | – | ﹤0.01% | 571 |
|
|
2020
Q3 | $22K | Hold |
193
| – | – | 0.01% | 306 |
|
|
2020
Q2 | $20K | Buy |
193
+2
| +1% | +$207 | 0.01% | 304 |
|
|
2020
Q1 | $18K | Buy |
+191
| New | +$18K | 0.01% | 310 |
|