Schechter Investment Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $654K | Sell |
2,824
-59
| -2% | -$13.7K | 0.05% | 310 |
|
|
2024
Q4 | $582K | Buy |
2,883
+24
| +0.8% | +$4.84K | 0.04% | 355 |
|
|
2024
Q3 | $594K | Sell |
2,859
-210
| -7% | -$43.6K | 0.04% | 364 |
|
|
2024
Q2 | $655K | Buy |
3,069
+67
| +2% | +$14.3K | 0.05% | 316 |
|
|
2024
Q1 | $640K | Buy |
3,002
+33
| +1% | +$7.03K | 0.05% | 336 |
|
|
2023
Q4 | $532K | Sell |
2,969
-76
| -2% | -$13.6K | 0.05% | 342 |
|
|
2023
Q3 | $464K | Sell |
3,045
-194
| -6% | -$29.6K | 0.05% | 359 |
|
|
2023
Q2 | $562K | Sell |
3,239
-58
| -2% | -$10.1K | 0.05% | 361 |
|
|
2023
Q1 | $538K | Buy |
3,297
+39
| +1% | +$6.36K | 0.05% | 395 |
|
|
2022
Q4 | $511K | Sell |
3,258
-369
| -10% | -$57.9K | 0.05% | 498 |
|
|
2022
Q3 | $581K | Buy |
3,627
+276
| +8% | +$44.2K | 0.06% | 458 |
|
|
2022
Q2 | $513K | Buy |
3,351
+353
| +12% | +$54K | 0.05% | 516 |
|
|
2022
Q1 | $475K | Buy |
2,998
+335
| +13% | +$53.1K | 0.04% | 546 |
|
|
2021
Q4 | $445K | Buy |
+2,663
| New | +$445K | 0.04% | 543 |
|