Powell 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 | $327K | Hold |
1,427
| – | – | 0.12% | 102 |
|
|
2025
Q1 | $330K | Hold |
1,427
| – | – | 0.16% | 83 |
|
|
2024
Q4 | $288K | Hold |
1,427
| – | – | 0.13% | 99 |
|
|
2024
Q3 | $296K | Hold |
1,427
| – | – | 0.14% | 89 |
|
|
2024
Q2 | $304K | Hold |
1,427
| – | – | 0.16% | 84 |
|
|
2024
Q1 | $304K | Hold |
1,427
| – | – | 0.16% | 81 |
|
|
2023
Q4 | $256K | Hold |
1,427
| – | – | 0.14% | 91 |
|
|
2023
Q3 | $218K | Hold |
1,427
| – | – | 0.13% | 101 |
|
|
2023
Q2 | $247K | Hold |
1,427
| – | – | 0.14% | 87 |
|
|
2023
Q1 | $233K | Hold |
1,427
| – | – | 0.13% | 89 |
|
|
2022
Q4 | $224K | Sell |
1,427
-249
| -15% | -$39.1K | 0.13% | 95 |
|
|
2022
Q3 | $269K | Hold |
1,676
| – | – | 0.18% | 90 |
|
|
2022
Q2 | $256K | Hold |
1,676
| – | – | 0.16% | 90 |
|
|
2022
Q1 | $266K | Buy |
1,676
+14
| +0.8% | +$2.22K | 0.15% | 82 |
|
|
2021
Q4 | $277K | Sell |
1,662
-914
| -35% | -$152K | 0.16% | 83 |
|
|
2021
Q3 | $385K | Hold |
2,576
| – | – | 0.24% | 58 |
|
|
2021
Q2 | $361K | Sell |
2,576
-143
| -5% | -$20K | 0.22% | 61 |
|
|
2021
Q1 | $351K | Sell |
2,719
-250
| -8% | -$32.3K | 0.23% | 60 |
|
|
2020
Q4 | $350K | Hold |
2,969
| – | – | 0.27% | 54 |
|
|
2020
Q3 | $336K | Hold |
2,969
| – | – | 0.29% | 51 |
|
|
2020
Q2 | $314K | Hold |
2,969
| – | – | 0.3% | 55 |
|
|
2020
Q1 | $275K | Sell |
2,969
-89
| -3% | -$8.24K | 0.33% | 60 |
|
|
2019
Q4 | $348K | Buy |
+3,058
| New | +$348K | 0.36% | 59 |
|