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 |
|