Regal Investment Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35M | Buy |
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|
2025
Q1 | $4.36M | Sell |
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|
2024
Q4 | $5.56M | Buy |
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|
2024
Q3 | $5.64M | Buy |
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|
2024
Q2 | $5.34M | Buy |
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|
2024
Q1 | $5.25M | Sell |
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|
2023
Q4 | $4.54M | Buy |
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|
2023
Q3 | $3.82M | Buy |
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|
2023
Q2 | $4.16M | Buy |
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|
2023
Q1 | $3.7M | Buy |
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|
2022
Q4 | $3.42M | Sell |
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|
2022
Q3 | $3.53M | Buy |
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|
2022
Q2 | $3.26M | Buy |
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|
2022
Q1 | $3.04M | Buy |
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|
2021
Q4 | $3.02M | Buy |
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|
2021
Q3 | $2.69M | Buy |
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|
2021
Q2 | $2.4M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.26M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.14M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.11M | Buy |
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|
2019
Q3 | $2.09M | Sell |
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|
2019
Q2 | $2.26M | Sell |
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|
2019
Q1 | $2.05M | Buy |
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|
2018
Q4 | $1.68M | Buy |
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|
2018
Q3 | $1.37M | Buy |
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|
2018
Q2 | $516K | Sell |
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|
2018
Q1 | $1.04M | Buy |
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|
2017
Q4 | $944K | Buy |
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|
2017
Q3 | $827K | Buy |
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|
2017
Q2 | $583K | Sell |
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|
2017
Q1 | $594K | Buy |
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|
2016
Q4 | $493K | Buy |
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|
2016
Q3 | $430K | Buy |
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|
2016
Q2 | $434K | Sell |
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|
2016
Q1 | $398K | Sell |
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|
2015
Q4 | $395K | Buy |
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|
2015
Q3 | $260K | Buy |
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|
2015
Q2 | $235K | Buy |
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|
2015
Q1 | $187K | Buy |
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|
2014
Q4 | $92K | Hold |
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|
2014
Q3 | $86K | Buy |
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|
2014
Q2 | $40K | Sell |
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|
2014
Q1 | $67K | Buy |
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|
2013
Q4 | $58K | Buy |
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|
2013
Q3 | $49K | Buy |
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|
2013
Q2 | $8K | Buy |
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