Steward Partners Investment Advisory’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 | $8.48M | Buy |
37,053
+1,374
| +4% | +$314K | 0.07% | 290 |
|
|
2025
Q1 | $8.26M | Buy |
35,679
+1,287
| +4% | +$298K | 0.07% | 278 |
|
|
2024
Q4 | $6.94M | Buy |
34,392
+514
| +2% | +$104K | 0.06% | 304 |
|
|
2024
Q3 | $7.03M | Buy |
33,878
+248
| +0.7% | +$51.5K | 0.07% | 290 |
|
|
2024
Q2 | $7.17M | Buy |
33,630
+51
| +0.2% | +$10.9K | 0.08% | 262 |
|
|
2024
Q1 | $7.16M | Buy |
33,579
+912
| +3% | +$194K | 0.08% | 260 |
|
|
2023
Q4 | $5.85M | Sell |
32,667
-1,945
| -6% | -$348K | 0.08% | 251 |
|
|
2023
Q3 | $5.28M | Sell |
34,612
-13,144
| -28% | -$2M | 0.08% | 247 |
|
|
2023
Q2 | $8.28M | Buy |
47,756
+6,790
| +17% | +$1.18M | 0.12% | 175 |
|
|
2023
Q1 | $6.68M | Buy |
40,966
+5,436
| +15% | +$887K | 0.11% | 206 |
|
|
2022
Q4 | $5.57M | Buy |
35,530
+7,790
| +28% | +$1.22M | 0.09% | 235 |
|
|
2022
Q3 | $4.44M | Buy |
27,740
+120
| +0.4% | +$19.2K | 0.08% | 257 |
|
|
2022
Q2 | $4.23M | Sell |
27,620
-7
| -0% | -$1.07K | 0.08% | 266 |
|
|
2022
Q1 | $4.38M | Buy |
27,627
+565
| +2% | +$89.6K | 0.07% | 290 |
|
|
2021
Q4 | $4.52M | Sell |
27,062
-190
| -0.7% | -$31.7K | 0.07% | 289 |
|
|
2021
Q3 | $4.07M | Buy |
27,252
+317
| +1% | +$47.3K | 0.07% | 287 |
|
|
2021
Q2 | $3.77M | Sell |
26,935
-7,774
| -22% | -$1.09M | 0.06% | 303 |
|
|
2021
Q1 | $4.48M | Buy |
34,709
+8,818
| +34% | +$1.14M | 0.08% | 266 |
|
|
2020
Q4 | $3.05M | Buy |
25,891
+422
| +2% | +$49.8K | 0.07% | 289 |
|
|
2020
Q3 | $2.88M | Buy |
25,469
+1,105
| +5% | +$125K | 0.07% | 258 |
|
|
2020
Q2 | $2.58M | Buy |
24,364
+418
| +2% | +$44.3K | 0.07% | 257 |
|
|
2020
Q1 | $2.22M | Sell |
23,946
-3,711
| -13% | -$343K | 0.08% | 240 |
|
|
2019
Q4 | $3.15M | Buy |
27,657
+1,196
| +5% | +$136K | 0.09% | 223 |
|
|
2019
Q3 | $3.04M | Buy |
26,461
+557
| +2% | +$64.1K | 0.1% | 209 |
|
|
2019
Q2 | $2.99M | Sell |
25,904
-720
| -3% | -$83.1K | 0.11% | 194 |
|
|
2019
Q1 | $2.77M | Buy |
26,624
+3,995
| +18% | +$415K | 0.12% | 182 |
|
|
2018
Q4 | $2.01M | Buy |
22,629
+2,264
| +11% | +$201K | 0.1% | 222 |
|
|
2018
Q3 | $1.84M | Sell |
20,365
-3,313
| -14% | -$299K | 0.09% | 237 |
|
|
2018
Q2 | $1.93M | Buy |
23,678
+2,517
| +12% | +$205K | 0.12% | 201 |
|
|
2018
Q1 | $1.78M | Buy |
21,161
+1,865
| +10% | +$157K | 0.12% | 186 |
|
|
2017
Q4 | $1.67M | Buy |
19,296
+5,252
| +37% | +$453K | 0.13% | 178 |
|
|
2017
Q3 | $1.1M | Sell |
14,044
-160
| -1% | -$12.5K | 0.11% | 178 |
|
|
2017
Q2 | $1.04M | Buy |
14,204
+1,412
| +11% | +$103K | 0.12% | 173 |
|
|
2017
Q1 | $932K | Buy |
12,792
+1,816
| +17% | +$132K | 0.14% | 133 |
|
|
2016
Q4 | $778K | Buy |
+10,976
| New | +$778K | 0.36% | 62 |
|