Stratos 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 | $3.75M | Buy |
16,377
+32
| +0.2% | +$7.32K | 0.05% | 346 |
|
|
2025
Q1 | $3.78M | Buy |
16,345
+1,870
| +13% | +$433K | 0.06% | 311 |
|
|
2024
Q4 | $2.92M | Buy |
14,475
+1,815
| +14% | +$366K | 0.04% | 384 |
|
|
2024
Q3 | $2.63M | Sell |
12,660
-865
| -6% | -$180K | 0.04% | 396 |
|
|
2024
Q2 | $2.89M | Sell |
13,525
-85
| -0.6% | -$18.1K | 0.05% | 357 |
|
|
2024
Q1 | $2.9M | Sell |
13,610
-810
| -6% | -$173K | 0.05% | 355 |
|
|
2023
Q4 | $2.58M | Buy |
14,420
+926
| +7% | +$166K | 0.05% | 350 |
|
|
2023
Q3 | $2.06M | Sell |
13,494
-309
| -2% | -$47.1K | 0.04% | 377 |
|
|
2023
Q2 | $2.39M | Buy |
13,803
+4,291
| +45% | +$744K | 0.05% | 313 |
|
|
2023
Q1 | $1.55M | Sell |
9,512
-7,495
| -44% | -$1.22M | 0.04% | 372 |
|
|
2022
Q4 | $2.67M | Buy |
17,007
+2,799
| +20% | +$439K | 0.07% | 285 |
|
|
2022
Q3 | $2.28M | Buy |
14,208
+42
| +0.3% | +$6.73K | 0.06% | 288 |
|
|
2022
Q2 | $2.17M | Buy |
14,166
+2,699
| +24% | +$413K | 0.05% | 307 |
|
|
2022
Q1 | $1.82M | Buy |
11,467
+2,251
| +24% | +$357K | 0.04% | 381 |
|
|
2021
Q4 | $1.54M | Buy |
9,216
+533
| +6% | +$88.9K | 0.03% | 433 |
|
|
2021
Q3 | $1.3M | Buy |
8,683
+1,700
| +24% | +$254K | 0.03% | 444 |
|
|
2021
Q2 | $978K | Buy |
6,983
+691
| +11% | +$96.8K | 0.02% | 554 |
|
|
2021
Q1 | $812K | Sell |
6,292
-530
| -8% | -$68.4K | 0.02% | 556 |
|
|
2020
Q4 | $805K | Sell |
6,822
-362
| -5% | -$42.7K | 0.02% | 521 |
|
|
2020
Q3 | $813K | Buy |
7,184
+80
| +1% | +$9.05K | 0.03% | 461 |
|
|
2020
Q2 | $752K | Buy |
7,104
+520
| +8% | +$55K | 0.03% | 463 |
|
|
2020
Q1 | $609K | Sell |
6,584
-845
| -11% | -$78.2K | 0.03% | 462 |
|
|
2019
Q4 | $847K | Buy |
7,429
+573
| +8% | +$65.3K | 0.03% | 441 |
|
|
2019
Q3 | $788K | Sell |
6,856
-661
| -9% | -$76K | 0.03% | 438 |
|
|
2019
Q2 | $867K | Sell |
7,517
-593
| -7% | -$68.4K | 0.04% | 405 |
|
|
2019
Q1 | $843K | Buy |
8,110
+1,270
| +19% | +$132K | 0.04% | 410 |
|
|
2018
Q4 | $609K | Sell |
6,840
-1,046
| -13% | -$93.1K | 0.03% | 453 |
|
|
2018
Q3 | $713K | Sell |
7,886
-5,738
| -42% | -$519K | 0.03% | 421 |
|
|
2018
Q2 | $1.11M | Buy |
13,624
+153
| +1% | +$12.4K | 0.05% | 335 |
|
|
2018
Q1 | $1.13M | Sell |
13,471
-1,045
| -7% | -$87.9K | 0.05% | 341 |
|
|
2017
Q4 | $1.25M | Buy |
14,516
+240
| +2% | +$20.7K | 0.06% | 302 |
|
|
2017
Q3 | $1.12M | Sell |
14,276
-1,140
| -7% | -$89.2K | 0.05% | 311 |
|
|
2017
Q2 | $1.13M | Buy |
15,416
+257
| +2% | +$18.9K | 0.06% | 275 |
|
|
2017
Q1 | $1.11M | Sell |
15,159
-1,536
| -9% | -$112K | 0.06% | 266 |
|
|
2016
Q4 | $1.18M | Sell |
16,695
-1,571
| -9% | -$111K | 0.07% | 241 |
|
|
2016
Q3 | $1.17M | Buy |
18,266
+1,896
| +12% | +$121K | 0.08% | 220 |
|
|
2016
Q2 | $1.09M | Buy |
16,370
+2,059
| +14% | +$136K | 0.08% | 207 |
|
|
2016
Q1 | $844K | Buy |
14,311
+1,445
| +11% | +$85.2K | 0.07% | 209 |
|
|
2015
Q4 | $687K | Buy |
12,866
+5,537
| +76% | +$296K | 0.06% | 235 |
|
|
2015
Q3 | $365K | Sell |
7,329
-4,057
| -36% | -$202K | 0.05% | 325 |
|
|
2015
Q2 | $528K | Sell |
11,386
-4,283
| -27% | -$199K | 0.07% | 249 |
|
|
2015
Q1 | $852K | Buy |
15,669
+4,766
| +44% | +$259K | 0.1% | 189 |
|
|
2014
Q4 | $560K | Buy |
10,903
+3,613
| +50% | +$186K | 0.1% | 208 |
|
|
2014
Q3 | $347K | Buy |
7,290
+146
| +2% | +$6.95K | 0.08% | 207 |
|
|
2014
Q2 | $318K | Buy |
+7,144
| New | +$318K | 0.11% | 218 |
|