Plante Moran Financial 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 | $112K | Hold |
488
| – | – | 0.01% | 225 |
|
|
2025
Q1 | $113K | Sell |
488
-15
| -3% | -$3.47K | 0.01% | 226 |
|
|
2024
Q4 | $102K | Hold |
503
| – | – | 0.01% | 254 |
|
|
2024
Q3 | $104K | Buy |
503
+17
| +3% | +$3.53K | 0.01% | 278 |
|
|
2024
Q2 | $104K | Hold |
486
| – | – | 0.01% | 240 |
|
|
2024
Q1 | $104K | Buy |
486
+15
| +3% | +$3.2K | 0.01% | 245 |
|
|
2023
Q4 | $84.4K | Sell |
471
-270
| -36% | -$48.4K | 0.01% | 261 |
|
|
2023
Q3 | $113K | Sell |
741
-138
| -16% | -$21K | 0.01% | 215 |
|
|
2023
Q2 | $152K | Buy |
879
+138
| +19% | +$23.9K | 0.02% | 188 |
|
|
2023
Q1 | $121K | Sell |
741
-182
| -20% | -$29.7K | 0.02% | 206 |
|
|
2022
Q4 | $145K | Buy |
923
+185
| +25% | +$29K | 0.02% | 187 |
|
|
2022
Q3 | $118K | Sell |
738
-219
| -23% | -$35K | 0.02% | 193 |
|
|
2022
Q2 | $146K | Buy |
957
+59
| +7% | +$9K | 0.02% | 177 |
|
|
2022
Q1 | $142K | Sell |
898
-121
| -12% | -$19.1K | 0.03% | 196 |
|
|
2021
Q4 | $170K | Sell |
1,019
-68
| -6% | -$11.3K | 0.03% | 197 |
|
|
2021
Q3 | $162K | Buy |
1,087
+143
| +15% | +$21.3K | 0.04% | 215 |
|
|
2021
Q2 | $132K | Sell |
944
-281
| -23% | -$39.3K | 0.03% | 219 |
|
|
2021
Q1 | $158K | Sell |
1,225
-582
| -32% | -$75.1K | 0.04% | 196 |
|
|
2020
Q4 | $213K | Buy |
1,807
+230
| +15% | +$27.1K | 0.07% | 160 |
|
|
2020
Q3 | $178K | Sell |
1,577
-179
| -10% | -$20.2K | 0.06% | 171 |
|
|
2020
Q2 | $186K | Buy |
1,756
+81
| +5% | +$8.58K | 0.07% | 137 |
|
|
2020
Q1 | $155K | Buy |
1,675
+143
| +9% | +$13.2K | 0.07% | 143 |
|
|
2019
Q4 | $175K | Buy |
1,532
+9
| +0.6% | +$1.03K | 0.06% | 171 |
|
|
2019
Q3 | $175K | Buy |
1,523
+102
| +7% | +$11.7K | 0.05% | 175 |
|
|
2019
Q2 | $164K | Buy |
1,421
+1
| +0.1% | +$115 | 0.05% | 174 |
|
|
2019
Q1 | $148K | Buy |
1,420
+222
| +19% | +$23.1K | 0.05% | 186 |
|
|
2018
Q4 | $107K | Sell |
1,198
-130
| -10% | -$11.6K | 0.04% | 203 |
|
|
2018
Q3 | $120K | Sell |
1,328
-326
| -20% | -$29.5K | 0.04% | 196 |
|
|
2018
Q2 | $135K | Buy |
1,654
+7
| +0.4% | +$571 | 0.07% | 195 |
|
|
2018
Q1 | $139K | Buy |
1,647
+30
| +2% | +$2.53K | 0.08% | 185 |
|
|
2017
Q4 | $140K | Sell |
1,617
-575
| -26% | -$49.8K | 0.08% | 178 |
|
|
2017
Q3 | $172K | Buy |
2,192
+221
| +11% | +$17.3K | 0.1% | 147 |
|
|
2017
Q2 | $145K | Buy |
1,971
+11
| +0.6% | +$809 | 0.09% | 153 |
|
|
2017
Q1 | $143K | Sell |
1,960
-822
| -30% | -$60K | 0.09% | 165 |
|
|
2016
Q4 | $197K | Buy |
2,782
+604
| +28% | +$42.8K | 0.12% | 123 |
|
|
2016
Q3 | $139K | Buy |
2,178
+838
| +63% | +$53.5K | 0.09% | 159 |
|
|
2016
Q2 | $89K | Buy |
1,340
+587
| +78% | +$39K | 0.06% | 199 |
|
|
2016
Q1 | $44K | Buy |
753
+5
| +0.7% | +$292 | 0.03% | 283 |
|
|
2015
Q4 | $40K | Buy |
748
+15
| +2% | +$802 | 0.03% | 320 |
|
|
2015
Q3 | $37K | Buy |
733
+2
| +0.3% | +$101 | 0.03% | 307 |
|
|
2015
Q2 | $34K | Buy |
731
+9
| +1% | +$419 | 0.02% | 348 |
|
|
2015
Q1 | $39K | Sell |
722
-91
| -11% | -$4.92K | 0.03% | 317 |
|
|
2014
Q4 | $42K | Sell |
813
-799
| -50% | -$41.3K | 0.03% | 307 |
|
|
2014
Q3 | $77K | Buy |
1,612
+946
| +142% | +$45.2K | 0.07% | 195 |
|
|
2014
Q2 | $30K | Buy |
666
+1
| +0.2% | +$45 | 0.03% | 313 |
|
|
2014
Q1 | $28K | Buy |
665
+13
| +2% | +$547 | 0.03% | 220 |
|
|
2013
Q4 | $29K | Buy |
652
+11
| +2% | +$489 | 0.02% | 305 |
|
|
2013
Q3 | $26K | Buy |
641
+11
| +2% | +$446 | 0.02% | 259 |
|
|
2013
Q2 | $25K | Buy |
+630
| New | +$25K | 0.02% | 231 |
|