Strategic Wealth Partners’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 | $2.04M | Buy |
+8,931
| New | +$2.04M | 0.16% | 102 |
|
|
2024
Q4 | $1.69M | Buy |
7,428
+408
| +6% | +$92.9K | 0.14% | 112 |
|
|
2024
Q3 | $1.46M | Buy |
7,020
+363
| +5% | +$75.4K | 0.14% | 118 |
|
|
2024
Q2 | $1.42M | Sell |
6,657
-126
| -2% | -$26.9K | 0.15% | 110 |
|
|
2024
Q1 | $1.45M | Sell |
6,783
-118
| -2% | -$25.2K | 0.16% | 107 |
|
|
2023
Q4 | $1.24M | Sell |
6,901
-344
| -5% | -$61.6K | 0.15% | 115 |
|
|
2023
Q3 | $1.1M | Sell |
7,245
-194
| -3% | -$29.6K | 0.15% | 147 |
|
|
2023
Q2 | $1.29M | Buy |
7,439
+1,113
| +18% | +$193K | 0.17% | 139 |
|
|
2023
Q1 | $1.03M | Buy |
6,326
+91
| +1% | +$14.8K | 0.16% | 130 |
|
|
2022
Q4 | $978K | Buy |
6,235
+444
| +8% | +$69.7K | 0.18% | 122 |
|
|
2022
Q3 | $928K | Buy |
5,791
+1,572
| +37% | +$252K | 0.2% | 129 |
|
|
2022
Q2 | $645K | Sell |
4,219
-168
| -4% | -$25.7K | 0.14% | 145 |
|
|
2022
Q1 | $695K | Buy |
4,387
+1
| +0% | +$158 | 0.14% | 155 |
|
|
2021
Q4 | $732K | Buy |
4,386
+12
| +0.3% | +$2K | 0.14% | 168 |
|
|
2021
Q3 | $653K | Buy |
4,374
+1,304
| +42% | +$195K | 0.19% | 144 |
|
|
2021
Q2 | $430K | Sell |
3,070
-88
| -3% | -$12.3K | 0.14% | 168 |
|
|
2021
Q1 | $407K | Sell |
3,158
-313
| -9% | -$40.3K | 0.16% | 135 |
|
|
2020
Q4 | $409K | Sell |
3,471
-1,406
| -29% | -$166K | 0.17% | 129 |
|
|
2020
Q3 | $552K | Sell |
4,877
-9,176
| -65% | -$1.04M | 0.28% | 85 |
|
|
2020
Q2 | $1.49M | Buy |
14,053
+1,566
| +13% | +$166K | 0.77% | 36 |
|
|
2020
Q1 | $1.42M | Hold |
12,487
| – | – | 0.74% | 36 |
|
|
2019
Q4 | $1.42M | Sell |
12,487
-1,199
| -9% | -$137K | 0.74% | 36 |
|
|
2019
Q3 | $191K | Sell |
13,686
-1,214
| -8% | -$16.9K | 0.98% | 32 |
|
|
2019
Q2 | $1.72M | Sell |
14,900
-510
| -3% | -$58.9K | 0.83% | 26 |
|
|
2019
Q1 | $1.6M | Buy |
15,410
+2,613
| +20% | +$272K | 0.74% | 35 |
|
|
2018
Q4 | $1.21M | Buy |
12,797
+8,289
| +184% | +$786K | 0.61% | 40 |
|
|
2018
Q3 | $407K | Buy |
4,508
+653
| +17% | +$59K | 0.22% | 102 |
|
|
2018
Q2 | $314K | Buy |
3,855
+1,671
| +77% | +$136K | 0.18% | 113 |
|
|
2018
Q1 | $184K | Buy |
2,184
+684
| +46% | +$57.6K | 0.09% | 158 |
|
|
2017
Q4 | $123K | Buy |
+1,500
| New | +$123K | 0.07% | 166 |
|