Sigma Planning Corp’s Waste Management WM Stock Holding History

Sigma Planning Corp’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.3M	Buy	40,647 +583	+1%	+$133K	0.28%	65
2025 Q1	$9.28M	Buy	40,064 +1,734	+5%	+$401K	0.3%	59
2024 Q4	$7.73M	Sell	38,330 -8,304	-18%	-$1.68M	0.24%	74
2024 Q3	$9.68M	Sell	46,634 -243	-0.5%	-$50.4K	0.3%	63
2024 Q2	$10M	Sell	46,877 -759	-2%	-$162K	0.32%	55
2024 Q1	$10.2M	Buy	47,636 +23,618	+98%	+$5.03M	0.32%	56
2023 Q4	$4.3M	Sell	24,018 -24,539	-51%	-$4.39M	0.34%	57
2023 Q3	$7.4M	Sell	48,557 -875	-2%	-$133K	0.28%	70
2023 Q2	$8.57M	Sell	49,432 -3,699	-7%	-$641K	0.31%	57
2023 Q1	$8.67M	Sell	53,131 -1,313	-2%	-$214K	0.29%	66
2022 Q4	$8.54M	Buy	54,444 +2,435	+5%	+$382K	0.31%	67
2022 Q3	$8.33M	Sell	52,009 -864	-2%	-$138K	0.32%	59
2022 Q2	$8.09M	Sell	52,873 -378	-0.7%	-$57.8K	0.28%	67
2022 Q1	$8.44M	Sell	53,251 -961	-2%	-$152K	0.25%	75
2021 Q4	$9.05M	Sell	54,212 -3,278	-6%	-$547K	0.25%	76
2021 Q3	$8.59M	Buy	57,490 +566	+1%	+$84.5K	0.26%	75
2021 Q2	$7.98M	Buy	56,924 +282	+0.5%	+$39.5K	0.24%	86
2021 Q1	$7.31M	Sell	56,642 -5,581	-9%	-$720K	0.23%	96
2020 Q4	$7.34M	Sell	62,223 -22	-0%	-$2.59K	0.25%	86
2020 Q3	$7.04M	Buy	62,245 +7,376	+13%	+$835K	0.28%	72
2020 Q2	$5.81M	Buy	54,869 +4,945	+10%	+$524K	0.26%	76
2020 Q1	$4.62M	Sell	49,924 -1,589	-3%	-$147K	0.27%	67
2019 Q4	$5.87M	Sell	51,513 -1,723	-3%	-$196K	0.25%	78
2019 Q3	$6.12M	Buy	53,236 +2,176	+4%	+$250K	0.29%	64
2019 Q2	$5.89M	Buy	51,060 +3,523	+7%	+$406K	0.3%	68
2019 Q1	$4.94M	Buy	47,537 +7,147	+18%	+$743K	0.28%	81
2018 Q4	$3.59M	Buy	40,390 +3,613	+10%	+$321K	0.26%	90
2018 Q3	$3.32M	Buy	36,777 +974	+3%	+$88K	0.2%	110
2018 Q2	$2.91M	Buy	35,803 +1,448	+4%	+$118K	0.19%	119
2018 Q1	$2.89M	Buy	34,355 +573	+2%	+$48.2K	0.21%	116
2017 Q4	$2.92M	Buy	33,782 +465	+1%	+$40.1K	0.22%	106
2017 Q3	$2.61M	Buy	33,317 +8,860	+36%	+$694K	0.22%	111
2017 Q2	$1.79M	Sell	24,457 -278	-1%	-$20.4K	0.17%	156
2017 Q1	$1.8M	Buy	24,735 +1,291	+6%	+$94.2K	0.17%	146
2016 Q4	$1.66M	Buy	23,444 +2,825	+14%	+$200K	0.18%	134
2016 Q3	$1.32M	Buy	20,619 +532	+3%	+$33.9K	0.16%	159
2016 Q2	$1.33M	Sell	20,087 -3,031	-13%	-$201K	0.17%	144
2016 Q1	$1.36M	Buy	23,118 +660	+3%	+$38.9K	0.19%	128
2015 Q4	$1.2M	Buy	22,458 +3,466	+18%	+$185K	0.17%	142
2015 Q3	$946K	Sell	18,992 -1,214	-6%	-$60.5K	0.15%	168
2015 Q2	$937K	Sell	20,206 -12,883	-39%	-$597K	0.13%	192
2015 Q1	$1.79M	Sell	33,089 -1,364	-4%	-$74K	0.24%	102
2014 Q4	$1.77M	Buy	+34,453	New	+$1.77M	0.23%	108