SOA Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27K | Sell |
23
-182
| -89% | -$41.7K | ﹤0.01% | 652 |
|
|
2025
Q1 | $47.4K | Sell |
205
-25
| -11% | -$5.79K | 0.01% | 351 |
|
|
2024
Q4 | $46.4K | Buy |
230
+25
| +12% | +$5.04K | 0.01% | 338 |
|
|
2024
Q3 | $42.5K | Hold |
205
| – | – | 0.01% | 344 |
|
|
2024
Q2 | $43.7K | Hold |
205
| – | – | 0.01% | 325 |
|
|
2024
Q1 | $43.6K | Hold |
205
| – | – | 0.01% | 323 |
|
|
2023
Q4 | $36.6K | Buy |
205
+1
| +0.5% | +$179 | 0.01% | 335 |
|
|
2023
Q3 | $31.2K | Hold |
204
| – | – | 0.01% | 346 |
|
|
2023
Q2 | $35.4K | Sell |
204
-2
| -1% | -$347 | 0.01% | 335 |
|
|
2023
Q1 | $33.7K | Hold |
206
| – | – | 0.01% | 337 |
|
|
2022
Q4 | $32.3K | Hold |
206
| – | – | 0.01% | 336 |
|
|
2022
Q3 | $33K | Hold |
206
| – | – | 0.01% | 309 |
|
|
2022
Q2 | $31K | Hold |
206
| – | – | 0.01% | 319 |
|
|
2022
Q1 | $32K | Hold |
206
| – | – | 0.01% | 381 |
|
|
2021
Q4 | $34K | Buy |
206
+70
| +51% | +$11.6K | 0.01% | 359 |
|
|
2021
Q3 | $20K | Buy |
136
+66
| +94% | +$9.71K | 0.01% | 462 |
|
|
2021
Q2 | $9K | Buy |
70
+2
| +3% | +$257 | ﹤0.01% | 599 |
|
|
2021
Q1 | $8K | Hold |
68
| – | – | ﹤0.01% | 562 |
|
|
2020
Q4 | $7K | Buy |
+68
| New | +$7K | ﹤0.01% | 573 |
|