Laurel Wealth Advisors (North Carolina)’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 | $526K | Buy |
120,360
+119,724
| +18,825% | +$523K | 0.01% | 328 |
|
|
2025
Q1 | $147K | Hold |
636
| – | – | 0.02% | 198 |
|
|
2024
Q4 | $128K | Buy |
636
+200
| +46% | +$40.4K | 0.02% | 210 |
|
|
2024
Q3 | $90.5K | Buy |
436
+292
| +203% | +$60.6K | 0.01% | 245 |
|
|
2024
Q2 | $30.7K | Hold |
144
| – | – | 0.01% | 331 |
|
|
2024
Q1 | $30.7K | Buy |
144
+113
| +365% | +$24.1K | 0.01% | 341 |
|
|
2023
Q4 | $5.55K | Hold |
31
| – | – | ﹤0.01% | 438 |
|
|
2023
Q3 | $4.73K | Hold |
31
| – | – | ﹤0.01% | 454 |
|
|
2023
Q2 | $5.38K | Hold |
31
| – | – | ﹤0.01% | 448 |
|
|
2023
Q1 | $5.06K | Hold |
31
| – | – | ﹤0.01% | 453 |
|
|
2022
Q4 | $4.86K | Hold |
31
| – | – | ﹤0.01% | 434 |
|
|
2022
Q3 | $5K | Hold |
31
| – | – | ﹤0.01% | 432 |
|
|
2022
Q2 | $5K | Hold |
31
| – | – | ﹤0.01% | 455 |
|
|
2022
Q1 | $5K | Hold |
31
| – | – | ﹤0.01% | 488 |
|
|
2021
Q4 | $5K | Hold |
31
| – | – | ﹤0.01% | 493 |
|
|
2021
Q3 | $5K | Sell |
31
-200
| -87% | -$32.3K | ﹤0.01% | 494 |
|
|
2021
Q2 | $32K | Buy |
231
+31
| +16% | +$4.29K | 0.01% | 325 |
|
|
2021
Q1 | $26K | Hold |
200
| – | – | 0.01% | 330 |
|
|
2020
Q4 | $24K | Hold |
200
| – | – | 0.01% | 327 |
|
|
2020
Q3 | $23K | Hold |
200
| – | – | 0.01% | 305 |
|
|
2020
Q2 | $21K | Hold |
200
| – | – | 0.01% | 309 |
|
|
2020
Q1 | $19K | Hold |
200
| – | – | 0.01% | 298 |
|
|
2019
Q4 | $23K | Hold |
200
| – | – | 0.01% | 315 |
|
|
2019
Q3 | $23K | Hold |
200
| – | – | 0.01% | 309 |
|
|
2019
Q2 | $23K | Hold |
200
| – | – | 0.01% | 306 |
|
|
2019
Q1 | $21K | Hold |
200
| – | – | 0.01% | 305 |
|
|
2018
Q4 | $18K | Buy |
+200
| New | +$18K | 0.01% | 303 |
|