Prime Capital 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 | $5.23M | Sell |
22,872
-2,309
| -9% | -$528K | 0.07% | 192 |
|
|
2025
Q1 | $5.83M | Buy |
25,181
+4,470
| +22% | +$1.03M | 0.07% | 199 |
|
|
2024
Q4 | $4.18M | Sell |
20,711
-23
| -0.1% | -$4.64K | 0.06% | 206 |
|
|
2024
Q3 | $4.3M | Sell |
20,734
-387
| -2% | -$80.3K | 0.06% | 211 |
|
|
2024
Q2 | $4.51M | Sell |
21,121
-1,517
| -7% | -$324K | 0.07% | 200 |
|
|
2024
Q1 | $4.83M | Buy |
22,638
+1,328
| +6% | +$283K | 0.07% | 206 |
|
|
2023
Q4 | $3.82M | Buy |
21,310
+478
| +2% | +$85.6K | 0.06% | 227 |
|
|
2023
Q3 | $3.18M | Sell |
20,832
-1,141
| -5% | -$174K | 0.07% | 203 |
|
|
2023
Q2 | $3.81M | Buy |
21,973
+4,706
| +27% | +$816K | 0.08% | 193 |
|
|
2023
Q1 | $2.82M | Sell |
17,267
-774
| -4% | -$126K | 0.12% | 138 |
|
|
2022
Q4 | $2.83M | Buy |
18,041
+3,111
| +21% | +$488K | 0.11% | 142 |
|
|
2022
Q3 | $2.39M | Buy |
14,930
+5,086
| +52% | +$815K | 0.14% | 108 |
|
|
2022
Q2 | $1.51M | Buy |
9,844
+8,493
| +629% | +$1.3M | 0.09% | 145 |
|
|
2022
Q1 | $226K | Hold |
1,351
| – | – | 0.01% | 328 |
|
|
2021
Q4 | $226K | Buy |
+1,351
| New | +$226K | 0.01% | 328 |
|
|
2021
Q3 | – | Sell |
-1,720
| Closed | -$241K | – | 395 |
|
|
2021
Q2 | $241K | Buy |
1,720
+1,051
| +157% | +$147K | 0.01% | 334 |
|
|
2021
Q1 | $86K | Buy |
+669
| New | +$86K | 0.01% | 290 |
|
|
2020
Q3 | – | Sell |
-344
| Closed | -$36K | – | 511 |
|
|
2020
Q2 | $36K | Sell |
344
-913
| -73% | -$95.5K | ﹤0.01% | 346 |
|
|
2020
Q1 | $116K | Buy |
1,257
+128
| +11% | +$11.8K | 0.01% | 226 |
|
|
2019
Q4 | $129K | Hold |
1,129
| – | – | 0.01% | 224 |
|
|
2019
Q3 | $130K | Buy |
+1,129
| New | +$130K | 0.02% | 224 |
|