IFP 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 | $2.42M | Sell |
9,828
-521
| -5% | -$128K | 0.07% | 315 |
|
|
2025
Q1 | $2.4M | Buy |
10,349
+807
| +8% | +$187K | 0.07% | 314 |
|
|
2024
Q4 | $1.93M | Buy |
9,542
+1,360
| +17% | +$274K | 0.06% | 343 |
|
|
2024
Q3 | $1.7M | Buy |
8,182
+2,596
| +46% | +$539K | 0.06% | 340 |
|
|
2024
Q2 | $1.19M | Buy |
5,586
+1,094
| +24% | +$233K | 0.05% | 395 |
|
|
2024
Q1 | $957K | Buy |
4,492
+156
| +4% | +$33.2K | 0.04% | 421 |
|
|
2023
Q4 | $777K | Sell |
4,336
-1,048
| -19% | -$188K | 0.04% | 455 |
|
|
2023
Q3 | $821K | Sell |
5,384
-10,703
| -67% | -$1.63M | 0.04% | 442 |
|
|
2023
Q2 | $2.79M | Sell |
16,087
-15,100
| -48% | -$2.62M | 0.12% | 186 |
|
|
2023
Q1 | $2.62M | Sell |
31,187
-2,304
| -7% | -$194K | 0.11% | 183 |
|
|
2022
Q4 | $2.85M | Sell |
33,491
-15,546
| -32% | -$1.32M | 0.08% | 274 |
|
|
2022
Q3 | $4.16M | Buy |
49,037
+3,799
| +8% | +$322K | 0.11% | 189 |
|
|
2022
Q2 | $3.84M | Hold |
45,238
| – | – | 0.12% | 179 |
|
|
2022
Q1 | $3.84M | Buy |
45,238
+17,646
| +64% | +$1.5M | 0.12% | 179 |
|
|
2021
Q4 | $4.62M | Buy |
27,592
+175
| +0.6% | +$29.3K | 0.09% | 130 |
|
|
2021
Q3 | $4.1M | Buy |
27,417
+1,117
| +4% | +$167K | 0.08% | 141 |
|
|
2021
Q2 | $3.69M | Buy |
26,300
+696
| +3% | +$97.6K | 0.08% | 154 |
|
|
2021
Q1 | $3.31M | Buy |
25,604
+3,609
| +16% | +$467K | 0.06% | 146 |
|
|
2020
Q4 | $2.59M | Buy |
21,995
+1,609
| +8% | +$189K | 0.11% | 172 |
|
|
2020
Q3 | $2.3M | Buy |
20,386
+1,281
| +7% | +$145K | 0.14% | 151 |
|
|
2020
Q2 | $1.98M | Buy |
19,105
+7,270
| +61% | +$753K | 0.16% | 141 |
|
|
2020
Q1 | $1.16M | Buy |
11,835
+925
| +8% | +$90.4K | 0.12% | 192 |
|
|
2019
Q4 | $1.24M | Buy |
10,910
+5,387
| +98% | +$613K | 0.09% | 240 |
|
|
2019
Q3 | $629K | Buy |
+5,523
| New | +$629K | 0.04% | 434 |
|
|
2019
Q1 | $397K | Sell |
3,805
-2,941
| -44% | -$307K | 0.05% | 324 |
|
|
2018
Q4 | $593K | Sell |
6,746
-5,278
| -44% | -$464K | 0.04% | 496 |
|
|
2018
Q3 | $1.09M | Sell |
12,024
-5,510
| -31% | -$498K | 0.04% | 409 |
|
|
2018
Q2 | $1.43M | Sell |
17,534
-1,445
| -8% | -$118K | 0.06% | 318 |
|
|
2018
Q1 | $1.64M | Hold |
18,979
| – | – | 0.07% | 280 |
|
|
2017
Q4 | $1.64M | Sell |
18,979
-12,221
| -39% | -$1.05M | 0.07% | 279 |
|
|
2017
Q3 | $2.44M | Buy |
31,200
+400
| +1% | +$31.3K | 0.1% | 227 |
|
|
2017
Q2 | $2.26M | Buy |
30,800
+867
| +3% | +$63.6K | 0.1% | 234 |
|
|
2017
Q1 | $2.18M | Sell |
29,933
-3,009
| -9% | -$219K | 0.1% | 233 |
|
|
2016
Q4 | $2.34M | Buy |
32,942
+1,837
| +6% | +$130K | 0.11% | 200 |
|
|
2016
Q3 | $1.98M | Sell |
31,105
-2,282
| -7% | -$145K | 0.1% | 219 |
|
|
2016
Q2 | $2.21M | Buy |
33,387
+29,582
| +777% | +$1.96M | 0.12% | 186 |
|
|
2016
Q1 | $397K | Sell |
3,805
-24,050
| -86% | -$2.51M | 0.05% | 324 |
|
|
2015
Q4 | $1.49M | Buy |
+27,855
| New | +$1.49M | 0.1% | 221 |
|