SFA
Sequoia Financial Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.9M | Buy |
187,267
+9,998
| +6% | +$2.29M | 0.29% | 70 |
|
|
2025
Q1 | $41M | Buy |
177,269
+2,147
| +1% | +$497K | 0.32% | 69 |
|
|
2024
Q4 | $35.3M | Buy |
175,122
+9,397
| +6% | +$1.9M | 0.34% | 66 |
|
|
2024
Q3 | $34.4M | Buy |
165,725
+15,285
| +10% | +$3.17M | 0.37% | 67 |
|
|
2024
Q2 | $32.1M | Buy |
150,440
+81,727
| +119% | +$17.4M | 0.39% | 61 |
|
|
2024
Q1 | $14.6M | Sell |
68,713
-4,863
| -7% | -$1.04M | 0.18% | 110 |
|
|
2023
Q4 | $13.2M | Buy |
73,576
+64,162
| +682% | +$11.5M | 0.16% | 120 |
|
|
2023
Q3 | $1.44M | Sell |
9,414
-551
| -6% | -$84K | 0.03% | 279 |
|
|
2023
Q2 | $1.73M | Buy |
9,965
+1,133
| +13% | +$196K | 0.03% | 260 |
|
|
2023
Q1 | $1.44M | Buy |
8,832
+343
| +4% | +$56K | 0.03% | 259 |
|
|
2022
Q4 | $1.33M | Buy |
8,489
+3,436
| +68% | +$539K | 0.03% | 253 |
|
|
2022
Q3 | $810K | Sell |
5,053
-87
| -2% | -$13.9K | 0.03% | 230 |
|
|
2022
Q2 | $786K | Sell |
5,140
-709
| -12% | -$108K | 0.02% | 253 |
|
|
2022
Q1 | $927K | Sell |
5,849
-146
| -2% | -$23.1K | 0.02% | 268 |
|
|
2021
Q4 | $1M | Buy |
5,995
+3,897
| +186% | +$651K | 0.03% | 241 |
|
|
2021
Q3 | $313K | Sell |
2,098
-3,719
| -64% | -$555K | 0.03% | 198 |
|
|
2021
Q2 | $815K | Sell |
5,817
-127
| -2% | -$17.8K | 0.03% | 221 |
|
|
2021
Q1 | $767K | Sell |
5,944
-38
| -0.6% | -$4.9K | 0.03% | 209 |
|
|
2020
Q4 | $705K | Buy |
5,982
+440
| +8% | +$51.9K | 0.03% | 208 |
|
|
2020
Q3 | $627K | Sell |
5,542
-406
| -7% | -$45.9K | 0.03% | 200 |
|
|
2020
Q2 | $630K | Sell |
5,948
-309
| -5% | -$32.7K | 0.04% | 194 |
|
|
2020
Q1 | $579K | Sell |
6,257
-460
| -7% | -$42.6K | 0.04% | 178 |
|
|
2019
Q4 | $765K | Sell |
6,717
-46
| -0.7% | -$5.24K | 0.05% | 168 |
|
|
2019
Q3 | $778K | Buy |
6,763
+805
| +14% | +$92.6K | 0.06% | 145 |
|
|
2019
Q2 | $687K | Buy |
5,958
+1,426
| +31% | +$164K | 0.05% | 156 |
|
|
2019
Q1 | $471K | Buy |
4,532
+1,155
| +34% | +$120K | 0.04% | 191 |
|
|
2018
Q4 | $301K | Buy |
3,377
+199
| +6% | +$17.7K | 0.03% | 207 |
|
|
2018
Q3 | $287K | Buy |
3,178
+1
| +0% | +$90 | 0.03% | 236 |
|
|
2018
Q2 | $258K | Buy |
3,177
+77
| +2% | +$6.25K | 0.03% | 254 |
|
|
2018
Q1 | $261K | Sell |
3,100
-127
| -4% | -$10.7K | 0.03% | 240 |
|
|
2017
Q4 | $278K | Buy |
+3,227
| New | +$278K | 0.03% | 231 |
|
|
2014
Q1 | – | Sell |
-24,391
| Closed | -$1.09M | – | 166 |
|
|
2013
Q4 | $1.09M | Buy |
+24,391
| New | +$1.09M | 0.91% | 21 |
|