SFWA
Summit Financial Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $572K | Hold |
2,469
| – | – | 0.11% | 87 |
|
|
2024
Q4 | $552K | Sell |
2,469
-5
| -0.2% | -$1.12K | 0.11% | 86 |
|
|
2024
Q3 | $514K | Sell |
2,474
-5
| -0.2% | -$1.04K | 0.1% | 87 |
|
|
2024
Q2 | $529K | Sell |
2,479
-4
| -0.2% | -$853 | 0.11% | 77 |
|
|
2024
Q1 | $529K | Hold |
2,483
| – | – | 0.11% | 78 |
|
|
2023
Q4 | $445K | Hold |
2,483
| – | – | 0.1% | 85 |
|
|
2023
Q3 | $421K | Hold |
2,483
| – | – | 0.1% | 80 |
|
|
2023
Q2 | $431K | Sell |
2,483
-587
| -19% | -$102K | 0.1% | 80 |
|
|
2023
Q1 | $501K | Sell |
3,070
-520
| -14% | -$84.8K | 0.12% | 79 |
|
|
2022
Q4 | $563K | Hold |
3,590
| – | – | 0.14% | 77 |
|
|
2022
Q3 | $568K | Hold |
3,590
| – | – | 0.16% | 64 |
|
|
2022
Q2 | $560K | Buy |
3,590
+387
| +12% | +$60.4K | 0.13% | 73 |
|
|
2022
Q1 | $508K | Buy |
3,203
+169
| +6% | +$26.8K | 0.1% | 77 |
|
|
2021
Q4 | $498K | Sell |
3,034
-150
| -5% | -$24.6K | 0.1% | 86 |
|
|
2021
Q3 | $476K | Hold |
3,184
| – | – | 0.11% | 82 |
|
|
2021
Q2 | $446K | Hold |
3,184
| – | – | 0.1% | 86 |
|
|
2021
Q1 | $375K | Sell |
3,184
-191
| -6% | -$22.5K | 0.1% | 81 |
|
|
2020
Q4 | $382K | Sell |
3,375
-468
| -12% | -$53K | 0.1% | 78 |
|
|
2020
Q3 | $425K | Sell |
3,843
-7,767
| -67% | -$859K | 0.11% | 79 |
|
|
2020
Q2 | $1.2M | Sell |
11,610
-380
| -3% | -$39.2K | 0.32% | 44 |
|
|
2020
Q1 | $1.1M | Sell |
11,990
-5,093
| -30% | -$465K | 0.34% | 46 |
|
|
2019
Q4 | $2.07M | Sell |
17,083
-10,390
| -38% | -$1.26M | 0.5% | 43 |
|
|
2019
Q3 | $3.2M | Sell |
27,473
-1,696
| -6% | -$197K | 0.78% | 33 |
|
|
2019
Q2 | $3.37M | Sell |
29,169
-7,231
| -20% | -$834K | 0.82% | 35 |
|
|
2019
Q1 | $3.79M | Buy |
36,400
+1,535
| +4% | +$160K | 1% | 30 |
|
|
2018
Q4 | $3.1M | Buy |
34,865
+295
| +0.9% | +$26.3K | 1.01% | 28 |
|
|
2018
Q3 | $3.06M | Sell |
34,570
-330
| -0.9% | -$29.2K | 0.91% | 37 |
|
|
2018
Q2 | $2.94M | Hold |
34,900
| – | – | 0.98% | 34 |
|
|
2018
Q1 | $2.94M | Buy |
34,900
+1,551
| +5% | +$130K | 0.97% | 36 |
|
|
2017
Q4 | $2.88M | Buy |
33,349
+39
| +0.1% | +$3.37K | 0.99% | 31 |
|
|
2017
Q3 | $2.61M | Buy |
33,310
+10,660
| +47% | +$834K | 0.95% | 32 |
|
|
2017
Q2 | $1.66M | Buy |
+22,650
| New | +$1.66M | 0.66% | 46 |
|
|
2015
Q3 | – | Sell |
-802
| Closed | -$37K | – | 259 |
|
|
2015
Q2 | $37K | Hold |
802
| – | – | 0.02% | 167 |
|
|
2015
Q1 | $40K | Sell |
802
-403
| -33% | -$20.1K | 0.03% | 132 |
|
|
2014
Q4 | $62K | Buy |
+1,205
| New | +$62K | 0.04% | 110 |
|