Moneta Group Investment 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 | $1.43M | Buy |
6,244
+622
| +11% | +$142K | 0.02% | 263 |
|
|
2025
Q1 | $1.3M | Sell |
5,622
-270
| -5% | -$62.5K | 0.02% | 257 |
|
|
2024
Q4 | $1.19M | Buy |
5,892
+441
| +8% | +$89K | 0.02% | 263 |
|
|
2024
Q3 | $1.13M | Buy |
5,451
+261
| +5% | +$54.2K | 0.02% | 265 |
|
|
2024
Q2 | $1.11M | Buy |
5,190
+102
| +2% | +$21.8K | 0.02% | 258 |
|
|
2024
Q1 | $1.08M | Buy |
5,088
+385
| +8% | +$82.1K | 0.02% | 263 |
|
|
2023
Q4 | $842K | Buy |
4,703
+182
| +4% | +$32.6K | 0.02% | 260 |
|
|
2023
Q3 | $689K | Sell |
4,521
-918
| -17% | -$140K | 0.02% | 265 |
|
|
2023
Q2 | $943K | Buy |
5,439
+311
| +6% | +$53.9K | 0.02% | 232 |
|
|
2023
Q1 | $837K | Buy |
5,128
+623
| +14% | +$102K | 0.02% | 233 |
|
|
2022
Q4 | $697K | Buy |
4,505
+173
| +4% | +$26.8K | 0.02% | 254 |
|
|
2022
Q3 | $694K | Sell |
4,332
-2,780
| -39% | -$445K | 0.03% | 224 |
|
|
2022
Q2 | $1.09M | Buy |
7,112
+1,377
| +24% | +$211K | 0.04% | 197 |
|
|
2022
Q1 | $909K | Buy |
5,735
+1,912
| +50% | +$303K | 0.04% | 216 |
|
|
2021
Q4 | $638K | Buy |
3,823
+917
| +32% | +$153K | 0.03% | 261 |
|
|
2021
Q3 | $434K | Sell |
2,906
-320
| -10% | -$47.8K | 0.02% | 303 |
|
|
2021
Q2 | $452K | Buy |
3,226
+40
| +1% | +$5.6K | 0.02% | 298 |
|
|
2021
Q1 | $411K | Buy |
3,186
+201
| +7% | +$25.9K | 0.02% | 282 |
|
|
2020
Q4 | $352K | Buy |
2,985
+749
| +33% | +$88.3K | 0.03% | 232 |
|
|
2020
Q3 | $253K | Buy |
+2,236
| New | +$253K | 0.02% | 234 |
|
|
2020
Q1 | – | Sell |
-1,527
| Closed | -$174K | – | 297 |
|
|
2019
Q4 | $174K | Buy |
1,527
+1,075
| +238% | +$122K | 0.01% | 246 |
|
|
2019
Q3 | $52K | Buy |
+452
| New | +$52K | ﹤0.01% | 260 |
|
|
2019
Q2 | – | Sell |
-1,578
| Closed | -$164K | – | 280 |
|
|
2019
Q1 | $164K | Buy |
+1,578
| New | +$164K | 0.02% | 210 |
|
|
2018
Q3 | – | Sell |
-1,575
| Closed | -$128K | – | 373 |
|
|
2018
Q2 | $128K | Sell |
1,575
-95,743
| -98% | -$7.78M | 0.01% | 272 |
|
|
2018
Q1 | $97K | Buy |
97,318
+97,313
| +1,946,260% | +$97K | 0.01% | 249 |
|
|
2017
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 556 |
|