Mutual 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 | $2.68M | Buy |
11,670
+748
| +7% | +$172K | 0.07% | 263 |
|
|
2025
Q1 | $2.49M | Buy |
10,922
+121
| +1% | +$27.6K | 0.07% | 245 |
|
|
2024
Q4 | $2.28M | Sell |
10,801
-126
| -1% | -$26.6K | 0.07% | 253 |
|
|
2024
Q3 | $2.28M | Buy |
10,927
+226
| +2% | +$47.2K | 0.07% | 251 |
|
|
2024
Q2 | $2.15M | Sell |
10,701
-32
| -0.3% | -$6.42K | 0.06% | 263 |
|
|
2024
Q1 | $2.29M | Buy |
10,733
+556
| +5% | +$119K | 0.07% | 245 |
|
|
2023
Q4 | $1.82M | Buy |
10,177
+759
| +8% | +$136K | 0.06% | 297 |
|
|
2023
Q3 | $1.44M | Buy |
9,418
+93
| +1% | +$14.2K | 0.06% | 326 |
|
|
2023
Q2 | $1.62M | Sell |
9,325
-134
| -1% | -$23.2K | 0.06% | 307 |
|
|
2023
Q1 | $1.54M | Sell |
9,459
-246
| -3% | -$40.1K | 0.06% | 304 |
|
|
2022
Q4 | $1.52M | Buy |
9,705
+114
| +1% | +$17.9K | 0.07% | 300 |
|
|
2022
Q3 | $1.54M | Buy |
9,591
+2,079
| +28% | +$333K | 0.08% | 251 |
|
|
2022
Q2 | $1.15M | Buy |
7,512
+480
| +7% | +$73.4K | 0.08% | 298 |
|
|
2022
Q1 | $1.12M | Sell |
7,032
-583
| -8% | -$92.4K | 0.06% | 347 |
|
|
2021
Q4 | $1.27M | Buy |
7,615
+82
| +1% | +$13.7K | 0.07% | 323 |
|
|
2021
Q3 | $1.13M | Sell |
7,533
-3,524
| -32% | -$526K | 0.07% | 330 |
|
|
2021
Q2 | $1.55M | Buy |
11,057
+39
| +0.4% | +$5.46K | 0.09% | 268 |
|
|
2021
Q1 | $1.42M | Buy |
11,018
+119
| +1% | +$15.4K | 0.1% | 251 |
|
|
2020
Q4 | $1.29M | Buy |
10,899
+2,167
| +25% | +$255K | 0.1% | 253 |
|
|
2020
Q3 | $988K | Buy |
8,732
+4,224
| +94% | +$478K | 0.09% | 252 |
|
|
2020
Q2 | $477K | Buy |
4,508
+516
| +13% | +$54.6K | 0.05% | 394 |
|
|
2020
Q1 | $369K | Buy |
3,992
+628
| +19% | +$58K | 0.05% | 357 |
|
|
2019
Q4 | $383K | Buy |
3,364
+49
| +1% | +$5.58K | 0.04% | 413 |
|
|
2019
Q3 | $381K | Sell |
3,315
-112
| -3% | -$12.9K | 0.05% | 367 |
|
|
2019
Q2 | $395K | Sell |
3,427
-153
| -4% | -$17.6K | 0.05% | 376 |
|
|
2019
Q1 | $372K | Buy |
3,580
+245
| +7% | +$25.5K | 0.06% | 321 |
|
|
2018
Q4 | $297K | Buy |
3,335
+1,059
| +47% | +$94.3K | 0.06% | 330 |
|
|
2018
Q3 | $206K | Buy |
+2,276
| New | +$206K | 0.03% | 439 |
|