Sowell Financial Services’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
9,234
+24
| +0.3% | +$5.49K | 0.09% | 249 |
|
|
2025
Q1 | $2.13M | Buy |
+9,210
| New | +$2.13M | 0.1% | 220 |
|
|
2024
Q4 | – | Sell |
-13,375
| Closed | -$2.78M | – | 615 |
|
|
2024
Q3 | $2.78M | Sell |
13,375
-7,509
| -36% | -$1.56M | 0.13% | 180 |
|
|
2024
Q2 | $4.46M | Buy |
20,884
+258
| +1% | +$55K | 0.21% | 120 |
|
|
2024
Q1 | $4.4M | Buy |
20,626
+7,290
| +55% | +$1.55M | 0.21% | 121 |
|
|
2023
Q4 | $2.39M | Buy |
13,336
+417
| +3% | +$74.7K | 0.13% | 176 |
|
|
2023
Q3 | $1.97M | Buy |
12,919
+985
| +8% | +$150K | 0.12% | 188 |
|
|
2023
Q2 | $2.07M | Buy |
11,934
+9,134
| +326% | +$1.58M | 0.12% | 209 |
|
|
2023
Q1 | $457K | Sell |
2,800
-8,407
| -75% | -$1.37M | 0.04% | 456 |
|
|
2022
Q4 | $1.76M | Buy |
+11,207
| New | +$1.76M | 0.11% | 210 |
|
|
2021
Q2 | – | Sell |
-16,714
| Closed | -$2.37M | – | 2748 |
|
|
2021
Q1 | $2.37M | Buy |
16,714
+2,904
| +21% | +$411K | 0.08% | 219 |
|
|
2020
Q4 | $1.63M | Buy |
13,810
+38
| +0.3% | +$4.48K | 0.07% | 237 |
|
|
2020
Q3 | $1.56M | Sell |
13,772
-7,084
| -34% | -$802K | 0.08% | 217 |
|
|
2020
Q2 | $2.21M | Sell |
20,856
-1,796
| -8% | -$190K | 0.12% | 160 |
|
|
2020
Q1 | $2.1M | Buy |
22,652
+1,201
| +6% | +$111K | 0.16% | 148 |
|
|
2019
Q4 | $2.45M | Buy |
21,451
+6,538
| +44% | +$745K | 0.19% | 118 |
|
|
2019
Q3 | $1.72M | Buy |
+14,913
| New | +$1.72M | 0.14% | 151 |
|
|
2019
Q1 | $1.38M | Sell |
13,243
-349
| -3% | -$36.3K | 0.15% | 147 |
|
|
2018
Q4 | $1.21M | Buy |
13,592
+633
| +5% | +$56.4K | 0.17% | 128 |
|
|
2018
Q3 | $1.17M | Hold |
12,959
| – | – | 0.17% | 107 |
|
|
2018
Q2 | $1.17M | Buy |
12,959
+4,060
| +46% | +$365K | 0.25% | 97 |
|
|
2018
Q1 | $719K | Sell |
8,899
-754
| -8% | -$60.9K | 0.18% | 121 |
|
|
2017
Q4 | $849K | Buy |
9,653
+644
| +7% | +$56.6K | 0.21% | 107 |
|
|
2017
Q3 | $731K | Buy |
9,009
+2,448
| +37% | +$199K | 0.19% | 106 |
|
|
2017
Q2 | $494K | Buy |
+6,561
| New | +$494K | 0.14% | 138 |
|
|
2017
Q1 | – | Sell |
-19
| Closed | -$1K | – | 569 |
|
|
2016
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 630 |
|