Sheaff Brock 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
Q1 | $1.51M | Buy |
6,539
+13
| +0.2% | +$2.88K | 0.14% | 131 |
|
|
2024
Q4 | $1.32M | Sell |
6,526
-162
| -2% | -$34.8K | 0.11% | 139 |
|
|
2024
Q3 | $1.39M | Buy |
6,688
+17
| +0.3% | +$3.55K | 0.12% | 139 |
|
|
2024
Q2 | $1.42M | Buy |
6,671
+7
| +0.1% | +$1.46K | 0.13% | 130 |
|
|
2024
Q1 | $1.42M | Buy |
6,664
+17
| +0.3% | +$3.34K | 0.09% | 143 |
|
|
2023
Q4 | $1.19M | Buy |
6,647
+18
| +0.3% | +$3.02K | 0.09% | 153 |
|
|
2023
Q3 | $1.01M | Buy |
6,629
+121
| +2% | +$19.6K | 0.09% | 163 |
|
|
2023
Q2 | $1.13M | Buy |
6,508
+19
| +0.3% | +$3.14K | 0.1% | 149 |
|
|
2023
Q1 | $1.06M | Buy |
6,489
+21
| +0.3% | +$3.22K | 0.1% | 164 |
|
|
2022
Q4 | $1.01M | Buy |
6,468
+18
| +0.3% | +$2.9K | 0.1% | 168 |
|
|
2022
Q3 | $1.03M | Buy |
6,450
+18
| +0.3% | +$2.97K | 0.11% | 149 |
|
|
2022
Q2 | $984K | Buy |
6,432
+20
| +0.3% | +$3.13K | 0.08% | 157 |
|
|
2022
Q1 | $1.02M | Buy |
6,412
+19
| +0.3% | +$2.88K | 0.07% | 182 |
|
|
2021
Q4 | $1.07M | Sell |
6,393
-35
| -0.5% | -$5.63K | 0.07% | 181 |
|
|
2021
Q3 | $960K | Buy |
6,428
+17
| +0.3% | +$2.54K | 0.07% | 180 |
|
|
2021
Q2 | $899K | Buy |
6,411
+19
| +0.3% | +$2.63K | 0.06% | 189 |
|
|
2021
Q1 | $825K | Sell |
6,392
-425
| -6% | -$49.7K | 0.07% | 181 |
|
|
2020
Q4 | $804K | Sell |
6,817
-52
| -0.8% | -$6.06K | 0.07% | 168 |
|
|
2020
Q3 | $777K | Sell |
6,869
-328
| -5% | -$36.2K | 0.07% | 161 |
|
|
2020
Q2 | $762K | Buy |
7,197
+717
| +11% | +$72.4K | 0.08% | 165 |
|
|
2020
Q1 | $600K | Buy |
6,480
+35
| +0.5% | +$4.01K | 0.08% | 161 |
|
|
2019
Q4 | $734K | Buy |
6,445
+71
| +1% | +$8.02K | 0.07% | 191 |
|
|
2019
Q3 | $733K | Buy |
6,374
+19
| +0.3% | +$2.22K | 0.08% | 182 |
|
|
2019
Q2 | $733K | Buy |
6,355
+20
| +0.3% | +$2.17K | 0.08% | 187 |
|
|
2019
Q1 | $658K | Buy |
6,335
+23
| +0.4% | +$2.24K | 0.08% | 204 |
|
|
2018
Q4 | $562K | Buy |
6,312
+23
| +0.4% | +$2.06K | 0.09% | 212 |
|
|
2018
Q3 | $568K | Buy |
6,289
+24
| +0.4% | +$2.13K | 0.05% | 248 |
|
|
2018
Q2 | $510K | Sell |
6,265
-651
| -9% | -$53.9K | 0.05% | 254 |
|
|
2018
Q1 | $582K | Sell |
6,916
-2
| -0% | -$172 | 0.06% | 227 |
|
|
2017
Q4 | $597K | Sell |
6,918
-204
| -3% | -$16.6K | 0.08% | 229 |
|
|
2017
Q3 | $557K | Buy |
7,122
+24
| +0.3% | +$1.82K | 0.07% | 241 |
|
|
2017
Q2 | $521K | Sell |
7,098
-428
| -6% | -$31.2K | 0.07% | 264 |
|
|
2017
Q1 | $549K | Buy |
7,526
+377
| +5% | +$26.9K | 0.07% | 266 |
|
|
2016
Q4 | $507K | Buy |
7,149
+93
| +1% | +$6.22K | 0.06% | 284 |
|
|
2016
Q3 | $450K | Buy |
7,056
+28
| +0.4% | +$1.83K | 0.06% | 283 |
|
|
2016
Q2 | $466K | Buy |
7,028
+329
| +5% | +$19.9K | 0.06% | 291 |
|
|
2016
Q1 | $395K | Sell |
6,699
-300
| -4% | -$16.6K | 0.05% | 327 |
|
|
2015
Q4 | $374K | Buy |
+6,999
| New | +$372K | 0.04% | 364 |
|
Other funds holding WM
Sheaff Brock Investment Advisors's WM Position: Q1 2025 in Review
Sheaff Brock Investment Advisors increased its Waste Management (WM) stake by 0.2% in Q1 2025, buying an estimated $2.88K and bringing the position to 6,539 shares worth $1.51M. The position accounts for 0.14% of the portfolio, ranked #131.
Sheaff Brock Investment Advisors first reported a position in WM in Q4 2015 and has held it in 38 quarters since. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.
- Sheaff Brock Investment Advisors held 6,539 shares of Waste Management worth $1.51M as of Q1 2025.
- Sheaff Brock Investment Advisors bought 13 Waste Management shares in Q1 2025, an estimated $2.88K.
- Waste Management made up 0.14% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #131 holding.
- Sheaff Brock Investment Advisors first reported a position in Waste Management in Q4 2015 and has held it in 38 quarters since.
- 2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.