TFA
Toth Financial Advisory’s Waste Management WM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.91M | Buy |
21,463
+2,324
| +12% | +$532K | 0.57% | 59 |
|
2025
Q1 | $4.43M | Buy |
19,139
+1,956
| +11% | +$453K | 0.53% | 68 |
|
2024
Q4 | $3.47M | Buy |
17,183
+1,758
| +11% | +$355K | 0.41% | 81 |
|
2024
Q3 | $3.2M | Buy |
15,425
+734
| +5% | +$152K | 0.38% | 87 |
|
2024
Q2 | $3.13M | Buy |
14,691
+288
| +2% | +$61.4K | 0.4% | 82 |
|
2024
Q1 | $3.07M | Sell |
14,403
-295
| -2% | -$62.9K | 0.38% | 82 |
|
2023
Q4 | $2.63M | Buy |
14,698
+936
| +7% | +$168K | 0.36% | 83 |
|
2023
Q3 | $2.1M | Sell |
13,762
-241
| -2% | -$36.7K | 0.32% | 85 |
|
2023
Q2 | $2.43M | Buy |
14,003
+742
| +6% | +$129K | 0.35% | 82 |
|
2023
Q1 | $2.16M | Sell |
13,261
-840
| -6% | -$137K | 0.34% | 82 |
|
2022
Q4 | $2.21M | Buy |
14,101
+1,746
| +14% | +$274K | 0.36% | 80 |
|
2022
Q3 | $1.98M | Buy |
12,355
+2,942
| +31% | +$471K | 0.36% | 80 |
|
2022
Q2 | $1.44M | Buy |
9,413
+2,942
| +45% | +$450K | 0.25% | 88 |
|
2022
Q1 | $1.03M | Buy |
6,471
+387
| +6% | +$61.4K | 0.15% | 114 |
|
2021
Q4 | $1.02M | Buy |
6,084
+791
| +15% | +$132K | 0.14% | 122 |
|
2021
Q3 | $791K | Sell |
5,293
-133
| -2% | -$19.9K | 0.12% | 127 |
|
2021
Q2 | $760K | Sell |
5,426
-135
| -2% | -$18.9K | 0.12% | 129 |
|
2021
Q1 | $717K | Buy |
5,561
+3,491
| +169% | +$450K | 0.11% | 134 |
|
2020
Q4 | $244K | Buy |
2,070
+470
| +29% | +$55.4K | 0.04% | 181 |
|
2020
Q3 | $181K | Buy |
1,600
+955
| +148% | +$108K | 0.03% | 186 |
|
2020
Q2 | $68K | Buy |
645
+380
| +143% | +$40.1K | 0.01% | 207 |
|
2020
Q1 | $25K | Buy |
265
+105
| +66% | +$9.91K | 0.01% | 218 |
|
2019
Q4 | $18K | Buy |
160
+100
| +167% | +$11.3K | ﹤0.01% | 267 |
|
2019
Q3 | $7K | Hold |
60
| – | – | ﹤0.01% | 339 |
|
2019
Q2 | $7K | Hold |
60
| – | – | ﹤0.01% | 342 |
|
2019
Q1 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 340 |
|