Laurel Wealth Advisors (California)’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $801K | Sell |
5,107
-3
| -0.1% | -$471 | 0.08% | 263 |
|
|
2022
Q3 | $818K | Buy |
5,110
+1,678
| +49% | +$269K | 0.09% | 249 |
|
|
2022
Q2 | $525K | Buy |
3,432
+182
| +6% | +$27.8K | 0.05% | 344 |
|
|
2022
Q1 | $516K | Sell |
3,250
-101
| -3% | -$16K | 0.04% | 398 |
|
|
2021
Q4 | $559K | Buy |
3,351
+538
| +19% | +$89.7K | 0.04% | 411 |
|
|
2021
Q3 | $420K | Sell |
2,813
-350
| -11% | -$52.3K | 0.08% | 270 |
|
|
2021
Q2 | $443K | Buy |
3,163
+466
| +17% | +$65.3K | 0.06% | 303 |
|
|
2021
Q1 | $348K | Buy |
2,697
+5
| +0.2% | +$645 | 0.05% | 325 |
|
|
2020
Q4 | $317K | Buy |
2,692
+12
| +0.4% | +$1.41K | 0.05% | 324 |
|
|
2020
Q3 | $303K | Sell |
2,680
-67
| -2% | -$7.58K | 0.05% | 300 |
|
|
2020
Q2 | $291K | Sell |
2,747
-106
| -4% | -$11.2K | 0.05% | 292 |
|
|
2020
Q1 | $264K | Sell |
2,853
-2
| -0.1% | -$185 | 0.06% | 297 |
|
|
2019
Q4 | $325K | Sell |
2,855
-2,229
| -44% | -$254K | 0.05% | 320 |
|
|
2019
Q3 | $584K | Buy |
5,084
+2,005
| +65% | +$230K | 0.1% | 221 |
|
|
2019
Q2 | $355K | Buy |
3,079
+687
| +29% | +$79.2K | 0.08% | 267 |
|
|
2019
Q1 | $249K | Buy |
+2,392
| New | +$249K | 0.06% | 320 |
|
|
2018
Q2 | – | Sell |
-2,393
| Closed | -$201K | – | 393 |
|
|
2018
Q1 | $201K | Sell |
2,393
-1,204
| -33% | -$101K | 0.06% | 332 |
|
|
2017
Q4 | $310K | Buy |
+3,597
| New | +$310K | 0.09% | 242 |
|