SWM
SeaCrest Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Sell |
15,445
-371
| -2% | -$84.9K | 0.38% | 46 |
|
|
2025
Q1 | $3.66M | Buy |
15,816
+470
| +3% | +$109K | 0.41% | 37 |
|
|
2024
Q4 | $3.1M | Buy |
15,346
+30
| +0.2% | +$6.05K | 0.33% | 48 |
|
|
2024
Q3 | $3.18M | Buy |
15,316
+29
| +0.2% | +$6.02K | 0.34% | 47 |
|
|
2024
Q2 | $3.26M | Sell |
15,287
-475
| -3% | -$101K | 0.37% | 41 |
|
|
2024
Q1 | $3.36M | Sell |
15,762
-29
| -0.2% | -$6.18K | 0.41% | 39 |
|
|
2023
Q4 | $2.81M | Sell |
15,791
-2,453
| -13% | -$436K | 0.35% | 48 |
|
|
2023
Q3 | $2.78M | Sell |
18,244
-431
| -2% | -$65.7K | 0.36% | 49 |
|
|
2023
Q2 | $3.24M | Buy |
18,675
+560
| +3% | +$97.1K | 0.41% | 43 |
|
|
2023
Q1 | $2.96M | Sell |
18,115
-219
| -1% | -$35.7K | 0.4% | 45 |
|
|
2022
Q4 | $2.88M | Buy |
18,334
+128
| +0.7% | +$20.1K | 0.41% | 43 |
|
|
2022
Q3 | $2.92M | Buy |
18,206
+2,605
| +17% | +$417K | 0.44% | 44 |
|
|
2022
Q2 | $2.39M | Buy |
15,601
+60
| +0.4% | +$9.18K | 0.3% | 56 |
|
|
2022
Q1 | $2.46M | Buy |
15,541
+10,125
| +187% | +$1.6M | 0.28% | 60 |
|
|
2021
Q4 | $904K | Sell |
5,416
-228
| -4% | -$38.1K | 0.1% | 211 |
|
|
2021
Q3 | $843K | Buy |
5,644
+368
| +7% | +$55K | 0.1% | 212 |
|
|
2021
Q2 | $739K | Buy |
5,276
+16
| +0.3% | +$2.24K | 0.09% | 248 |
|
|
2021
Q1 | $679K | Sell |
5,260
-2,797
| -35% | -$361K | 0.09% | 244 |
|
|
2020
Q4 | $950K | Sell |
8,057
-444
| -5% | -$52.4K | 0.13% | 169 |
|
|
2020
Q3 | $962K | Sell |
8,501
-297
| -3% | -$33.6K | 0.15% | 144 |
|
|
2020
Q2 | $932K | Buy |
8,798
+94
| +1% | +$9.96K | 0.16% | 135 |
|
|
2020
Q1 | $806K | Sell |
8,704
-1,088
| -11% | -$101K | 0.17% | 132 |
|
|
2019
Q4 | $1.12M | Sell |
9,792
-557
| -5% | -$63.5K | 0.19% | 128 |
|
|
2019
Q3 | $1.19M | Buy |
10,349
+182
| +2% | +$20.9K | 0.22% | 103 |
|
|
2019
Q2 | $1.17M | Buy |
10,167
+109
| +1% | +$12.6K | 0.24% | 95 |
|
|
2019
Q1 | $1.05M | Buy |
10,058
+160
| +2% | +$16.6K | 0.18% | 114 |
|
|
2018
Q4 | $881K | Sell |
9,898
-368
| -4% | -$32.8K | 0.18% | 119 |
|
|
2018
Q3 | $928K | Buy |
10,266
+394
| +4% | +$35.6K | 0.16% | 124 |
|
|
2018
Q2 | $803K | Buy |
9,872
+4
| +0% | +$325 | 0.14% | 141 |
|
|
2018
Q1 | $830K | Sell |
9,868
-61
| -0.6% | -$5.13K | 0.15% | 135 |
|
|
2017
Q4 | $857K | Buy |
+9,929
| New | +$857K | 0.16% | 130 |
|