Prospera Financial Services’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 | $4.22M | Buy |
18,423
+7,633
| +71% | +$1.75M | 0.08% | 262 |
|
|
2025
Q1 | $2.5M | Buy |
10,790
+676
| +7% | +$157K | 0.06% | 337 |
|
|
2024
Q4 | $2.04M | Buy |
10,114
+218
| +2% | +$44K | 0.05% | 367 |
|
|
2024
Q3 | $2.06M | Buy |
9,896
+1,894
| +24% | +$393K | 0.05% | 326 |
|
|
2024
Q2 | $1.71M | Buy |
8,002
+283
| +4% | +$60.4K | 0.05% | 370 |
|
|
2024
Q1 | $1.65M | Buy |
7,719
+106
| +1% | +$22.6K | 0.05% | 375 |
|
|
2023
Q4 | $1.36M | Sell |
7,613
-341
| -4% | -$61.1K | 0.05% | 388 |
|
|
2023
Q3 | $1.21M | Buy |
7,954
+1,086
| +16% | +$166K | 0.05% | 380 |
|
|
2023
Q2 | $1.19M | Buy |
6,868
+222
| +3% | +$38.5K | 0.05% | 370 |
|
|
2023
Q1 | $1.09M | Buy |
6,646
+2,025
| +44% | +$331K | 0.04% | 398 |
|
|
2022
Q4 | $725K | Sell |
4,621
-409
| -8% | -$64.2K | 0.04% | 439 |
|
|
2022
Q3 | $806K | Buy |
5,030
+1,097
| +28% | +$176K | 0.04% | 413 |
|
|
2022
Q2 | $602K | Sell |
3,933
-720
| -15% | -$110K | 0.03% | 472 |
|
|
2022
Q1 | $738K | Buy |
4,653
+121
| +3% | +$19.2K | 0.03% | 494 |
|
|
2021
Q4 | $757K | Sell |
4,532
-308
| -6% | -$51.4K | 0.03% | 469 |
|
|
2021
Q3 | $723K | Sell |
4,840
-34
| -0.7% | -$5.08K | 0.04% | 434 |
|
|
2021
Q2 | $682K | Buy |
4,874
+872
| +22% | +$122K | 0.03% | 450 |
|
|
2021
Q1 | $517K | Sell |
4,002
-2,655
| -40% | -$343K | 0.03% | 483 |
|
|
2020
Q4 | $785K | Buy |
6,657
+2,946
| +79% | +$347K | 0.05% | 336 |
|
|
2020
Q3 | $420K | Buy |
3,711
+679
| +22% | +$76.8K | 0.16% | 116 |
|
|
2020
Q2 | $316K | Buy |
3,032
+122
| +4% | +$12.7K | 0.03% | 432 |
|
|
2020
Q1 | $269K | Sell |
2,910
-29,125
| -91% | -$2.69M | 0.03% | 416 |
|
|
2019
Q4 | $3.65M | Buy |
32,035
+29,649
| +1,243% | +$3.38M | 0.28% | 73 |
|
|
2019
Q3 | $274K | Sell |
2,386
-176
| -7% | -$20.2K | 0.03% | 457 |
|
|
2019
Q2 | $296K | Sell |
2,562
-1,110
| -30% | -$128K | 0.03% | 405 |
|
|
2019
Q1 | $375K | Buy |
3,672
+673
| +22% | +$68.7K | 0.12% | 215 |
|
|
2018
Q4 | $267K | Sell |
2,999
-2,079
| -41% | -$185K | 0.05% | 311 |
|
|
2018
Q3 | $416K | Sell |
5,078
-69
| -1% | -$5.65K | 0.08% | 248 |
|
|
2018
Q2 | $419K | Sell |
5,147
-496
| -9% | -$40.4K | 0.06% | 269 |
|
|
2018
Q1 | $475K | Buy |
5,643
+2,835
| +101% | +$239K | 0.07% | 246 |
|
|
2017
Q4 | $247K | Sell |
2,808
-2,640
| -48% | -$232K | 0.04% | 341 |
|
|
2017
Q3 | $422K | Buy |
5,448
+2
| +0% | +$155 | 0.06% | 265 |
|
|
2017
Q2 | $400K | Buy |
5,446
+2
| +0% | +$147 | 0.06% | 254 |
|
|
2017
Q1 | $398K | Buy |
5,444
+2
| +0% | +$146 | 0.07% | 224 |
|
|
2016
Q4 | $385K | Buy |
5,442
+437
| +9% | +$30.9K | 0.08% | 226 |
|
|
2016
Q3 | $319K | Buy |
+5,005
| New | +$319K | 0.06% | 254 |
|
|
2016
Q1 | – | Sell |
-4,802
| Closed | -$256K | – | 372 |
|
|
2015
Q4 | $256K | Buy |
+4,802
| New | +$256K | 0.06% | 225 |
|
|
2014
Q2 | – | Sell |
-8,600
| Closed | -$362K | – | 286 |
|
|
2014
Q1 | $362K | Buy |
8,600
+902
| +12% | +$38K | 0.11% | 136 |
|
|
2013
Q4 | $345K | Buy |
+7,698
| New | +$345K | 0.12% | 146 |
|