OneDigital 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 | $3.54M | Sell |
15,452
-915
| -6% | -$209K | 0.04% | 294 |
|
|
2025
Q1 | $3.79M | Buy |
16,367
+404
| +3% | +$93.5K | 0.04% | 277 |
|
|
2024
Q4 | $3.22M | Buy |
15,963
+2,705
| +20% | +$546K | 0.04% | 322 |
|
|
2024
Q3 | $2.75M | Buy |
13,258
+903
| +7% | +$187K | 0.03% | 362 |
|
|
2024
Q2 | $2.64M | Buy |
12,355
+6,381
| +107% | +$1.36M | 0.03% | 358 |
|
|
2024
Q1 | $1.27M | Sell |
5,974
-602
| -9% | -$128K | 0.02% | 437 |
|
|
2023
Q4 | $1.18M | Buy |
6,576
+1,696
| +35% | +$304K | 0.02% | 425 |
|
|
2023
Q3 | $744K | Buy |
4,880
+1,246
| +34% | +$190K | 0.02% | 515 |
|
|
2023
Q2 | $630K | Buy |
3,634
+27
| +0.7% | +$4.68K | 0.01% | 555 |
|
|
2023
Q1 | $589K | Buy |
3,607
+695
| +24% | +$113K | 0.01% | 560 |
|
|
2022
Q4 | $457K | Buy |
2,912
+1,509
| +108% | +$237K | 0.01% | 544 |
|
|
2022
Q3 | $225K | Sell |
1,403
-55
| -4% | -$8.82K | 0.01% | 678 |
|
|
2022
Q2 | $223K | Buy |
1,458
+82
| +6% | +$12.5K | 0.01% | 634 |
|
|
2022
Q1 | $218K | Buy |
+1,376
| New | +$218K | 0.01% | 673 |
|
|
2021
Q4 | – | Sell |
-1,344
| Closed | -$201K | – | 806 |
|
|
2021
Q3 | $201K | Buy |
+1,344
| New | +$201K | 0.01% | 687 |
|
|
2021
Q2 | – | Sell |
-1,608
| Closed | -$207K | – | 755 |
|
|
2021
Q1 | $207K | Sell |
1,608
-718
| -31% | -$92.4K | 0.01% | 604 |
|
|
2020
Q4 | $274K | Buy |
2,326
+443
| +24% | +$52.2K | 0.01% | 506 |
|
|
2020
Q3 | $213K | Sell |
1,883
-383
| -17% | -$43.3K | 0.01% | 528 |
|
|
2020
Q2 | $240K | Sell |
2,266
-247
| -10% | -$26.2K | 0.02% | 490 |
|
|
2020
Q1 | $233K | Buy |
+2,513
| New | +$233K | 0.02% | 428 |
|
|
2019
Q3 | – | Sell |
-1,159
| Closed | -$134K | – | 1119 |
|
|
2019
Q2 | $134K | Buy |
1,159
+32
| +3% | +$3.7K | 0.01% | 433 |
|
|
2019
Q1 | $117K | Buy |
1,127
+103
| +10% | +$10.7K | 0.02% | 351 |
|
|
2018
Q4 | $91K | Buy |
+1,024
| New | +$91K | 0.02% | 352 |
|
|
2018
Q3 | – | Sell |
-1,280
| Closed | -$104K | – | 1278 |
|
|
2018
Q2 | $104K | Buy |
1,280
+3
| +0.2% | +$244 | 0.02% | 325 |
|
|
2018
Q1 | $107K | Sell |
1,277
-62
| -5% | -$5.2K | 0.02% | 327 |
|
|
2017
Q4 | $116K | Buy |
1,339
+3
| +0.2% | +$260 | 0.01% | 313 |
|
|
2017
Q3 | $105K | Buy |
1,336
+177
| +15% | +$13.9K | 0.04% | 226 |
|
|
2017
Q2 | $85K | Buy |
+1,159
| New | +$85K | 0.03% | 345 |
|