Lido 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 | $5.05M | Buy |
22,079
+991
| +5% | +$227K | 0.02% | 348 |
|
|
2025
Q1 | $4.88M | Buy |
21,088
+963
| +5% | +$223K | 0.02% | 327 |
|
|
2024
Q4 | $4.06M | Buy |
20,125
+3,184
| +19% | +$642K | 0.02% | 346 |
|
|
2024
Q3 | $3.52M | Sell |
16,941
-3,089
| -15% | -$641K | 0.02% | 332 |
|
|
2024
Q2 | $4.27M | Buy |
20,030
+4,979
| +33% | +$1.06M | 0.02% | 293 |
|
|
2024
Q1 | $3.21M | Buy |
15,051
+4,639
| +45% | +$989K | 0.02% | 321 |
|
|
2023
Q4 | $1.86M | Sell |
10,412
-1,101
| -10% | -$197K | 0.01% | 398 |
|
|
2023
Q3 | $1.76M | Buy |
11,513
+967
| +9% | +$147K | 0.01% | 378 |
|
|
2023
Q2 | $1.83M | Buy |
10,546
+2,987
| +40% | +$518K | 0.01% | 358 |
|
|
2023
Q1 | $1.23M | Buy |
7,559
+1,770
| +31% | +$289K | 0.01% | 396 |
|
|
2022
Q4 | $908K | Buy |
5,789
+47
| +0.8% | +$7.37K | 0.01% | 391 |
|
|
2022
Q3 | $919K | Buy |
5,742
+178
| +3% | +$28.5K | 0.01% | 347 |
|
|
2022
Q2 | $851K | Buy |
5,564
+189
| +4% | +$28.9K | 0.01% | 346 |
|
|
2022
Q1 | $851K | Sell |
5,375
-4,527
| -46% | -$717K | 0.01% | 387 |
|
|
2021
Q4 | $1.65M | Sell |
9,902
-1,543
| -13% | -$257K | 0.02% | 283 |
|
|
2021
Q3 | $1.71M | Buy |
11,445
+4,179
| +58% | +$624K | 0.02% | 263 |
|
|
2021
Q2 | $1.02M | Buy |
7,266
+69
| +1% | +$9.67K | 0.01% | 335 |
|
|
2021
Q1 | $929K | Buy |
7,197
+5,366
| +293% | +$693K | 0.02% | 320 |
|
|
2020
Q4 | $216K | Buy |
1,831
+17
| +0.9% | +$2.01K | ﹤0.01% | 650 |
|
|
2020
Q3 | $205K | Sell |
1,814
-1,655
| -48% | -$187K | 0.01% | 510 |
|
|
2020
Q2 | $367K | Sell |
3,469
-136
| -4% | -$14.4K | 0.01% | 354 |
|
|
2020
Q1 | $334K | Buy |
3,605
+1,146
| +47% | +$106K | 0.01% | 355 |
|
|
2019
Q4 | $280K | Sell |
2,459
-5
| -0.2% | -$569 | 0.01% | 467 |
|
|
2019
Q3 | $283K | Buy |
+2,464
| New | +$283K | 0.01% | 413 |
|