Sheaff Brock Investment Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.51M | Buy |
6,539
+13
| +0.2% | +$3.01K | 0.14% | 131 |
|
|
2024
Q4 | $1.32M | Sell |
6,526
-162
| -2% | -$32.7K | 0.11% | 139 |
|
|
2024
Q3 | $1.39M | Buy |
6,688
+17
| +0.3% | +$3.53K | 0.12% | 139 |
|
|
2024
Q2 | $1.42M | Buy |
6,671
+7
| +0.1% | +$1.49K | 0.13% | 130 |
|
|
2024
Q1 | $1.42M | Buy |
6,664
+17
| +0.3% | +$3.62K | 0.09% | 139 |
|
|
2023
Q4 | $1.19M | Buy |
6,647
+18
| +0.3% | +$3.22K | 0.09% | 151 |
|
|
2023
Q3 | $1.01M | Buy |
6,629
+121
| +2% | +$18.4K | 0.09% | 161 |
|
|
2023
Q2 | $1.13M | Buy |
6,508
+19
| +0.3% | +$3.3K | 0.1% | 148 |
|
|
2023
Q1 | $1.06M | Buy |
6,489
+21
| +0.3% | +$3.43K | 0.1% | 162 |
|
|
2022
Q4 | $1.01M | Buy |
6,468
+18
| +0.3% | +$2.82K | 0.1% | 167 |
|
|
2022
Q3 | $1.03M | Buy |
6,450
+18
| +0.3% | +$2.88K | 0.11% | 148 |
|
|
2022
Q2 | $984K | Buy |
6,432
+20
| +0.3% | +$3.06K | 0.08% | 154 |
|
|
2022
Q1 | $1.02M | Buy |
6,412
+19
| +0.3% | +$3.01K | 0.07% | 177 |
|
|
2021
Q4 | $1.07M | Sell |
6,393
-35
| -0.5% | -$5.84K | 0.07% | 179 |
|
|
2021
Q3 | $960K | Buy |
6,428
+17
| +0.3% | +$2.54K | 0.07% | 176 |
|
|
2021
Q2 | $899K | Buy |
6,411
+19
| +0.3% | +$2.66K | 0.06% | 188 |
|
|
2021
Q1 | $825K | Sell |
6,392
-425
| -6% | -$54.9K | 0.07% | 180 |
|
|
2020
Q4 | $804K | Sell |
6,817
-52
| -0.8% | -$6.13K | 0.07% | 166 |
|
|
2020
Q3 | $777K | Sell |
6,869
-328
| -5% | -$37.1K | 0.07% | 159 |
|
|
2020
Q2 | $762K | Buy |
7,197
+717
| +11% | +$75.9K | 0.08% | 163 |
|
|
2020
Q1 | $600K | Buy |
6,480
+35
| +0.5% | +$3.24K | 0.08% | 160 |
|
|
2019
Q4 | $734K | Buy |
6,445
+71
| +1% | +$8.09K | 0.07% | 188 |
|
|
2019
Q3 | $733K | Buy |
6,374
+19
| +0.3% | +$2.19K | 0.08% | 180 |
|
|
2019
Q2 | $733K | Buy |
6,355
+20
| +0.3% | +$2.31K | 0.08% | 185 |
|
|
2019
Q1 | $658K | Buy |
6,335
+23
| +0.4% | +$2.39K | 0.08% | 203 |
|
|
2018
Q4 | $562K | Buy |
6,312
+23
| +0.4% | +$2.05K | 0.09% | 212 |
|
|
2018
Q3 | $568K | Buy |
6,289
+24
| +0.4% | +$2.17K | 0.05% | 242 |
|
|
2018
Q2 | $510K | Sell |
6,265
-651
| -9% | -$53K | 0.05% | 246 |
|
|
2018
Q1 | $582K | Sell |
6,916
-2
| -0% | -$168 | 0.06% | 221 |
|
|
2017
Q4 | $597K | Sell |
6,918
-204
| -3% | -$17.6K | 0.08% | 229 |
|
|
2017
Q3 | $557K | Buy |
7,122
+24
| +0.3% | +$1.88K | 0.07% | 241 |
|
|
2017
Q2 | $521K | Sell |
7,098
-428
| -6% | -$31.4K | 0.07% | 264 |
|
|
2017
Q1 | $549K | Buy |
7,526
+377
| +5% | +$27.5K | 0.07% | 266 |
|
|
2016
Q4 | $507K | Buy |
7,149
+93
| +1% | +$6.6K | 0.06% | 284 |
|
|
2016
Q3 | $450K | Buy |
7,056
+28
| +0.4% | +$1.79K | 0.06% | 283 |
|
|
2016
Q2 | $466K | Buy |
7,028
+329
| +5% | +$21.8K | 0.06% | 291 |
|
|
2016
Q1 | $395K | Sell |
6,699
-300
| -4% | -$17.7K | 0.05% | 327 |
|
|
2015
Q4 | $374K | Buy |
+6,999
| New | +$374K | 0.04% | 364 |
|