Level Four Advisory Services’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 | $3.45M | Buy |
15,068
+7,289
| +94% | +$1.67M | 0.13% | 200 |
|
|
2025
Q1 | $1.8M | Buy |
7,779
+7
| +0.1% | +$1.62K | 0.07% | 255 |
|
|
2024
Q4 | $1.57M | Buy |
7,772
+245
| +3% | +$49.4K | 0.06% | 271 |
|
|
2024
Q3 | $1.62M | Buy |
7,527
+106
| +1% | +$22.9K | 0.07% | 264 |
|
|
2024
Q2 | $1.58M | Sell |
7,421
-806
| -10% | -$172K | 0.07% | 266 |
|
|
2024
Q1 | $1.47M | Hold |
8,227
| – | – | 0.08% | 247 |
|
|
2023
Q4 | $1.47M | Buy |
8,227
+459
| +6% | +$82.2K | 0.08% | 246 |
|
|
2023
Q3 | $1.18M | Buy |
7,768
+409
| +6% | +$62.3K | 0.08% | 260 |
|
|
2023
Q2 | $1.28M | Sell |
7,359
-640
| -8% | -$111K | 0.08% | 249 |
|
|
2023
Q1 | $1.31M | Buy |
7,999
+1,148
| +17% | +$187K | 0.09% | 235 |
|
|
2022
Q4 | $1.07M | Buy |
6,851
+3,349
| +96% | +$525K | 0.08% | 235 |
|
|
2022
Q3 | $561K | Sell |
3,502
-275
| -7% | -$44.1K | 0.05% | 292 |
|
|
2022
Q2 | $578K | Sell |
3,777
-611
| -14% | -$93.5K | 0.05% | 310 |
|
|
2022
Q1 | $695K | Sell |
4,388
-478
| -10% | -$75.7K | 0.05% | 315 |
|
|
2021
Q4 | $812K | Buy |
4,866
+316
| +7% | +$52.7K | 0.06% | 292 |
|
|
2021
Q3 | $680K | Sell |
4,550
-1,173
| -20% | -$175K | 0.07% | 243 |
|
|
2021
Q2 | $802K | Sell |
5,723
-803
| -12% | -$113K | 0.06% | 304 |
|
|
2021
Q1 | $842K | Sell |
6,526
-664
| -9% | -$85.7K | 0.07% | 292 |
|
|
2020
Q4 | $848K | Sell |
7,190
-1,243
| -15% | -$147K | 0.07% | 275 |
|
|
2020
Q3 | $954K | Sell |
8,433
-16,501
| -66% | -$1.87M | 0.07% | 252 |
|
|
2020
Q2 | $2.65M | Buy |
24,934
+17,787
| +249% | +$1.89M | 0.2% | 125 |
|
|
2020
Q1 | $664K | Sell |
7,147
-2,062
| -22% | -$192K | 0.08% | 267 |
|
|
2019
Q4 | $1.05M | Buy |
9,209
+1,355
| +17% | +$154K | 0.04% | 272 |
|
|
2019
Q3 | $903K | Sell |
7,854
-148
| -2% | -$17K | 0.09% | 218 |
|
|
2019
Q2 | $923K | Sell |
8,002
-26
| -0.3% | -$3K | 0.09% | 216 |
|
|
2019
Q1 | $834K | Sell |
8,028
-64
| -0.8% | -$6.65K | 0.09% | 222 |
|
|
2018
Q4 | $720K | Sell |
8,092
-103
| -1% | -$9.17K | 0.09% | 225 |
|
|
2018
Q3 | $741K | Buy |
8,195
+358
| +5% | +$32.4K | 0.08% | 258 |
|
|
2018
Q2 | $637K | Buy |
7,837
+81
| +1% | +$6.58K | 0.05% | 330 |
|
|
2018
Q1 | $652K | Buy |
7,756
+404
| +5% | +$34K | 0.05% | 317 |
|
|
2017
Q4 | $634K | Buy |
7,352
+135
| +2% | +$11.6K | 0.05% | 317 |
|
|
2017
Q3 | $565K | Buy |
7,217
+1,226
| +20% | +$96K | 0.05% | 319 |
|
|
2017
Q2 | $439K | Sell |
5,991
-70
| -1% | -$5.13K | 0.07% | 282 |
|
|
2017
Q1 | $444K | Buy |
6,061
+556
| +10% | +$40.7K | 0.05% | 341 |
|
|
2016
Q4 | $390K | Buy |
+5,505
| New | +$390K | 0.05% | 322 |
|