Summit Financial Wealth Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $459K | Buy |
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|
2025
Q2 | $457K | Sell |
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|
2025
Q1 | $572K | Hold |
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|
2024
Q4 | $552K | Sell |
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|
2024
Q3 | $514K | Sell |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $529K | Hold |
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|
2023
Q4 | $445K | Hold |
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|
2023
Q3 | $421K | Hold |
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|
2023
Q2 | $431K | Sell |
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|
2023
Q1 | $501K | Sell |
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|
2022
Q4 | $563K | Hold |
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|
2022
Q3 | $568K | Hold |
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|
2022
Q2 | $560K | Buy |
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|
2022
Q1 | $508K | Buy |
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|
2021
Q4 | $498K | Sell |
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|
2021
Q3 | $476K | Hold |
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|
2021
Q2 | $446K | Hold |
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|
2021
Q1 | $375K | Sell |
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|
2020
Q4 | $382K | Sell |
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|
2020
Q3 | $425K | Sell |
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|
2020
Q2 | $1.2M | Sell |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $2.07M | Sell |
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|
2019
Q3 | $3.2M | Sell |
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|
2019
Q2 | $3.37M | Sell |
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|
2019
Q1 | $3.79M | Buy |
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|
2018
Q4 | $3.1M | Buy |
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|
2018
Q3 | $3.06M | Sell |
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|
2018
Q2 | $2.94M | Hold |
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|
2018
Q1 | $2.94M | Buy |
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|
2017
Q4 | $2.88M | Buy |
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|
2017
Q3 | $2.61M | Buy |
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|
2017
Q2 | $1.66M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $37K | Hold |
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|
2015
Q1 | $40K | Sell |
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|
2014
Q4 | $62K | Buy |
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