Mount Yale 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 | $1.27M | Buy |
5,534
+3,212
| +138% | +$735K | 0.1% | 178 |
|
|
2025
Q1 | $538K | Buy |
2,322
+781
| +51% | +$181K | 0.05% | 313 |
|
|
2024
Q4 | $311K | Sell |
1,541
-25
| -2% | -$5.04K | 0.03% | 434 |
|
|
2024
Q3 | $325K | Sell |
1,566
-195
| -11% | -$40.5K | 0.03% | 411 |
|
|
2024
Q2 | $376K | Sell |
1,761
-653
| -27% | -$139K | 0.03% | 392 |
|
|
2024
Q1 | $515K | Sell |
2,414
-185
| -7% | -$39.4K | 0.04% | 345 |
|
|
2023
Q4 | $465K | Sell |
2,599
-39
| -1% | -$6.98K | 0.04% | 331 |
|
|
2023
Q3 | $402K | Sell |
2,638
-206
| -7% | -$31.4K | 0.04% | 338 |
|
|
2023
Q2 | $493K | Sell |
2,844
-16
| -0.6% | -$2.78K | 0.05% | 309 |
|
|
2023
Q1 | $467K | Sell |
2,860
-42
| -1% | -$6.85K | 0.05% | 308 |
|
|
2022
Q4 | $455K | Sell |
2,902
-66
| -2% | -$10.4K | 0.05% | 290 |
|
|
2022
Q3 | $476K | Sell |
2,968
-695
| -19% | -$111K | 0.06% | 273 |
|
|
2022
Q2 | $560K | Sell |
3,663
-129
| -3% | -$19.7K | 0.07% | 268 |
|
|
2022
Q1 | $601K | Sell |
3,792
-120
| -3% | -$19K | 0.07% | 277 |
|
|
2021
Q4 | $653K | Sell |
3,912
-218
| -5% | -$36.4K | 0.07% | 255 |
|
|
2021
Q3 | $617K | Sell |
4,130
-124
| -3% | -$18.5K | 0.07% | 246 |
|
|
2021
Q2 | $596K | Sell |
4,254
-70
| -2% | -$9.81K | 0.07% | 245 |
|
|
2021
Q1 | $558K | Sell |
4,324
-251
| -5% | -$32.4K | 0.07% | 248 |
|
|
2020
Q4 | $540K | Sell |
4,575
-186
| -4% | -$22K | 0.08% | 244 |
|
|
2020
Q3 | $539K | Buy |
4,761
+47
| +1% | +$5.32K | 0.08% | 237 |
|
|
2020
Q2 | $499K | Sell |
4,714
-200
| -4% | -$21.2K | 0.09% | 226 |
|
|
2020
Q1 | $455K | Buy |
4,914
+813
| +20% | +$75.3K | 0.1% | 189 |
|
|
2019
Q4 | $499K | Buy |
4,101
+453
| +12% | +$55.1K | 0.09% | 197 |
|
|
2019
Q3 | $401K | Buy |
3,648
+411
| +13% | +$45.2K | 0.07% | 228 |
|
|
2019
Q2 | $378K | Sell |
3,237
-125
| -4% | -$14.6K | 0.07% | 234 |
|
|
2019
Q1 | $349K | Sell |
3,362
-78
| -2% | -$8.1K | 0.07% | 236 |
|
|
2018
Q4 | $335K | Sell |
3,440
-175
| -5% | -$17K | 0.07% | 240 |
|
|
2018
Q3 | $323K | Buy |
3,615
+90
| +3% | +$8.04K | 0.06% | 240 |
|
|
2018
Q2 | $287K | Buy |
3,525
+466
| +15% | +$37.9K | 0.05% | 258 |
|
|
2018
Q1 | $257K | Buy |
+3,059
| New | +$257K | 0.06% | 262 |
|