Kovack 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
$734K Sell
3,206
-574
-15% -$131K 0.07% 248
2025
Q1
$875K Sell
3,780
-11
-0.3% -$2.55K 0.09% 195
2024
Q4
$765K Buy
3,791
+908
+31% +$183K 0.08% 214
2024
Q3
$599K Sell
2,883
-215
-7% -$44.6K 0.06% 270
2024
Q2
$661K Sell
3,098
-2,508
-45% -$535K 0.07% 245
2024
Q1
$1.19M Buy
5,606
+152
+3% +$32.4K 0.14% 130
2023
Q4
$977K Sell
5,454
-166
-3% -$29.7K 0.12% 174
2023
Q3
$857K Sell
5,620
-4
-0.1% -$610 0.12% 162
2023
Q2
$975K Buy
5,624
+32
+0.6% +$5.55K 0.13% 158
2023
Q1
$912K Buy
5,592
+6
+0.1% +$979 0.12% 167
2022
Q4
$876K Sell
5,586
-232
-4% -$36.4K 0.13% 170
2022
Q3
$932K Sell
5,818
-34
-0.6% -$5.45K 0.14% 159
2022
Q2
$895K Sell
5,852
-2,541
-30% -$389K 0.12% 186
2022
Q1
$1.33M Buy
8,393
+1,777
+27% +$282K 0.14% 158
2021
Q4
$1.1M Sell
6,616
-2,684
-29% -$448K 0.11% 203
2021
Q3
$1.39M Buy
9,300
+91
+1% +$13.6K 0.15% 160
2021
Q2
$1.29M Buy
9,209
+239
+3% +$33.5K 0.15% 167
2021
Q1
$1.16M Sell
8,970
-1,068
-11% -$138K 0.15% 162
2020
Q4
$1.18M Buy
10,038
+20
+0.2% +$2.36K 0.17% 140
2020
Q3
$1.13M Sell
10,018
-4,784
-32% -$542K 0.2% 128
2020
Q2
$1.57M Sell
14,802
-1,892
-11% -$200K 0.31% 81
2020
Q1
$1.55M Sell
16,694
-357
-2% -$33K 0.36% 76
2019
Q4
$1.94M Sell
17,051
-1,441
-8% -$164K 0.35% 71
2019
Q3
$2.13M Sell
18,492
-49
-0.3% -$5.64K 0.44% 55
2019
Q2
$2.14M Buy
18,541
+2,856
+18% +$329K 0.49% 48
2019
Q1
$1.63M Sell
15,685
-111
-0.7% -$11.5K 0.41% 59
2018
Q4
$1.41M Sell
15,796
-123
-0.8% -$10.9K 0.41% 60
2018
Q3
$1.44M Sell
15,919
-666
-4% -$60.2K 0.37% 73
2018
Q2
$1.35M Buy
16,585
+1,640
+11% +$133K 0.38% 58
2018
Q1
$1.26M Sell
14,945
-152
-1% -$12.8K 0.32% 71
2017
Q4
$1.3M Buy
15,097
+807
+6% +$69.7K 0.33% 65
2017
Q3
$1.12M Sell
14,290
-394
-3% -$30.8K 0.37% 62
2017
Q2
$1.08M Buy
14,684
+437
+3% +$32.1K 0.34% 61
2017
Q1
$1.04M Buy
14,247
+4,342
+44% +$317K 0.4% 50
2016
Q4
$702K Buy
+9,905
New +$702K 0.33% 69