Stratos Wealth Advisors’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 | $513K | Buy |
2,240
+178
| +9% | +$40.7K | 0.03% | 446 |
|
|
2025
Q1 | $478K | Buy |
2,062
+49
| +2% | +$11.3K | 0.03% | 442 |
|
|
2024
Q4 | $406K | Buy |
2,013
+232
| +13% | +$46.8K | 0.02% | 522 |
|
|
2024
Q3 | $370K | Buy |
1,781
+434
| +32% | +$90.1K | 0.02% | 570 |
|
|
2024
Q2 | $288K | Buy |
1,347
+22
| +2% | +$4.7K | 0.01% | 580 |
|
|
2024
Q1 | $283K | Buy |
+1,325
| New | +$283K | 0.02% | 563 |
|
|
2021
Q3 | – | Sell |
-2,548
| Closed | -$357K | – | 578 |
|
|
2021
Q2 | $357K | Buy |
2,548
+978
| +62% | +$137K | 0.03% | 411 |
|
|
2021
Q1 | $203K | Buy |
+1,570
| New | +$203K | 0.02% | 465 |
|
|
2019
Q4 | – | Sell |
-2,150
| Closed | -$247K | – | 247 |
|
|
2019
Q3 | $247K | Hold |
2,150
| – | – | 0.09% | 215 |
|
|
2019
Q2 | $248K | Buy |
+2,150
| New | +$248K | 0.1% | 200 |
|