Regal 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 | $4.35M | Buy |
19,011
+177
| +0.9% | +$40.5K | 0.33% | 80 |
|
|
2025
Q1 | $4.36M | Sell |
18,834
-8,732
| -32% | -$2.02M | 0.35% | 78 |
|
|
2024
Q4 | $5.56M | Buy |
27,566
+399
| +1% | +$80.5K | 0.42% | 67 |
|
|
2024
Q3 | $5.64M | Buy |
27,167
+2,143
| +9% | +$445K | 0.39% | 69 |
|
|
2024
Q2 | $5.34M | Buy |
25,024
+409
| +2% | +$87.3K | 0.35% | 77 |
|
|
2024
Q1 | $5.25M | Sell |
24,615
-707
| -3% | -$151K | 0.36% | 79 |
|
|
2023
Q4 | $4.54M | Buy |
25,322
+285
| +1% | +$51K | 0.34% | 80 |
|
|
2023
Q3 | $3.82M | Buy |
25,037
+1,025
| +4% | +$156K | 0.32% | 86 |
|
|
2023
Q2 | $4.16M | Buy |
24,012
+1,354
| +6% | +$235K | 0.35% | 84 |
|
|
2023
Q1 | $3.7M | Buy |
22,658
+850
| +4% | +$139K | 0.33% | 85 |
|
|
2022
Q4 | $3.42M | Sell |
21,808
-200
| -0.9% | -$31.4K | 0.33% | 85 |
|
|
2022
Q3 | $3.53M | Buy |
22,008
+715
| +3% | +$115K | 0.37% | 73 |
|
|
2022
Q2 | $3.26M | Buy |
21,293
+2,091
| +11% | +$320K | 0.34% | 80 |
|
|
2022
Q1 | $3.04M | Buy |
19,202
+1,136
| +6% | +$180K | 0.28% | 91 |
|
|
2021
Q4 | $3.02M | Buy |
18,066
+91
| +0.5% | +$15.2K | 0.27% | 94 |
|
|
2021
Q3 | $2.69M | Buy |
17,975
+810
| +5% | +$121K | 0.26% | 96 |
|
|
2021
Q2 | $2.41M | Buy |
+17,165
| New | +$2.41M | 0.24% | 102 |
|
|
2021
Q1 | – | Sell |
-19,165
| Closed | -$2.26M | – | 434 |
|
|
2020
Q4 | $2.26M | Buy |
+19,165
| New | +$2.26M | 0.26% | 103 |
|
|
2020
Q3 | – | Sell |
-20,188
| Closed | -$2.14M | – | 303 |
|
|
2020
Q2 | $2.14M | Buy |
+20,188
| New | +$2.14M | 0.39% | 70 |
|
|
2020
Q1 | – | Sell |
-18,516
| Closed | -$2.11M | – | 311 |
|
|
2019
Q4 | $2.11M | Buy |
18,516
+356
| +2% | +$40.6K | 0.38% | 84 |
|
|
2019
Q3 | $2.09M | Sell |
18,160
-1,399
| -7% | -$161K | 0.41% | 83 |
|
|
2019
Q2 | $2.26M | Sell |
19,559
-148
| -0.8% | -$17.1K | 0.44% | 72 |
|
|
2019
Q1 | $2.05M | Buy |
19,707
+780
| +4% | +$81.1K | 0.42% | 78 |
|
|
2018
Q4 | $1.68M | Buy |
18,927
+3,776
| +25% | +$336K | 0.37% | 85 |
|
|
2018
Q3 | $1.37M | Buy |
15,151
+8,810
| +139% | +$796K | 0.29% | 110 |
|
|
2018
Q2 | $516K | Sell |
6,341
-6,050
| -49% | -$492K | 0.16% | 160 |
|
|
2018
Q1 | $1.04M | Buy |
12,391
+1,449
| +13% | +$122K | 0.23% | 119 |
|
|
2017
Q4 | $944K | Buy |
10,942
+371
| +4% | +$32K | 0.21% | 124 |
|
|
2017
Q3 | $827K | Buy |
10,571
+2,621
| +33% | +$205K | 0.19% | 134 |
|
|
2017
Q2 | $583K | Sell |
7,950
-200
| -2% | -$14.7K | 0.14% | 157 |
|
|
2017
Q1 | $594K | Buy |
8,150
+1,200
| +17% | +$87.5K | 0.16% | 157 |
|
|
2016
Q4 | $493K | Buy |
6,950
+200
| +3% | +$14.2K | 0.14% | 158 |
|
|
2016
Q3 | $430K | Buy |
6,750
+200
| +3% | +$12.7K | 0.12% | 172 |
|
|
2016
Q2 | $434K | Sell |
6,550
-200
| -3% | -$13.3K | 0.12% | 167 |
|
|
2016
Q1 | $398K | Sell |
6,750
-663
| -9% | -$39.1K | 0.11% | 167 |
|
|
2015
Q4 | $395K | Buy |
7,413
+2,186
| +42% | +$116K | 0.1% | 175 |
|
|
2015
Q3 | $260K | Buy |
5,227
+150
| +3% | +$7.46K | 0.07% | 204 |
|
|
2015
Q2 | $235K | Buy |
5,077
+1,627
| +47% | +$75.3K | 0.06% | 222 |
|
|
2015
Q1 | $187K | Buy |
3,450
+1,650
| +92% | +$89.4K | 0.05% | 261 |
|
|
2014
Q4 | $92K | Hold |
1,800
| – | – | 0.02% | 324 |
|
|
2014
Q3 | $86K | Buy |
1,800
+900
| +100% | +$43K | 0.03% | 326 |
|
|
2014
Q2 | $40K | Sell |
900
-700
| -44% | -$31.1K | 0.01% | 418 |
|
|
2014
Q1 | $67K | Buy |
1,600
+300
| +23% | +$12.6K | 0.03% | 312 |
|
|
2013
Q4 | $58K | Buy |
1,300
+100
| +8% | +$4.46K | 0.03% | 271 |
|
|
2013
Q3 | $49K | Buy |
1,200
+1,000
| +500% | +$40.8K | 0.03% | 304 |
|
|
2013
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 639 |
|