Transamerica Financial 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 | $705 | Sell |
4
-2
| -33% | -$353 | ﹤0.01% | 420 |
|
|
2025
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 418 |
|
|
2024
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 409 |
|
|
2024
Q3 | $2K | Sell |
6
-404
| -99% | -$135K | ﹤0.01% | 418 |
|
|
2024
Q2 | $88K | Hold |
410
| – | – | 0.01% | 245 |
|
|
2024
Q1 | $88K | Sell |
410
-1,555
| -79% | -$334K | 0.01% | 265 |
|
|
2023
Q4 | $352K | Sell |
1,965
-552
| -22% | -$98.9K | 0.05% | 199 |
|
|
2023
Q3 | $384K | Sell |
2,517
-327
| -11% | -$49.9K | 0.05% | 177 |
|
|
2023
Q2 | $494K | Sell |
2,844
-1,626
| -36% | -$282K | 0.06% | 178 |
|
|
2023
Q1 | $730K | Buy |
4,470
+207
| +5% | +$33.8K | 0.1% | 149 |
|
|
2022
Q4 | $669K | Buy |
4,263
+719
| +20% | +$113K | 0.1% | 154 |
|
|
2022
Q3 | $568K | Buy |
3,544
+134
| +4% | +$21.5K | 0.08% | 149 |
|
|
2022
Q2 | $522K | Buy |
+3,410
| New | +$522K | 0.07% | 162 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$1K | – | 203 |
|
|
2021
Q2 | $1K | Sell |
5
-3
| -38% | -$600 | 0.02% | 196 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | 0.02% | 194 |
|
|
2020
Q4 | $1K | Hold |
8
| – | – | 0.02% | 189 |
|
|
2020
Q3 | $1K | Sell |
8
-3,799
| -100% | -$475K | 0.02% | 182 |
|
|
2020
Q2 | $404K | Buy |
+3,807
| New | +$404K | 0.09% | 114 |
|
|
2019
Q3 | – | Sell |
-950
| Closed | -$110K | – | 528 |
|
|
2019
Q2 | $110K | Buy |
+950
| New | +$110K | 0.02% | 222 |
|
|
2019
Q1 | – | Sell |
-681
| Closed | -$61K | – | 464 |
|
|
2018
Q4 | $61K | Sell |
681
-111
| -14% | -$9.94K | 0.02% | 201 |
|
|
2018
Q3 | $72K | Buy |
792
+149
| +23% | +$13.5K | 0.02% | 206 |
|
|
2018
Q2 | $53K | Sell |
643
-7,356
| -92% | -$606K | 0.01% | 231 |
|
|
2018
Q1 | $673K | Sell |
7,999
-446
| -5% | -$37.5K | 0.1% | 161 |
|
|
2017
Q4 | $729K | Sell |
8,445
-197
| -2% | -$17K | 0.1% | 166 |
|
|
2017
Q3 | $677K | Sell |
8,642
-209
| -2% | -$16.4K | 0.08% | 168 |
|
|
2017
Q2 | $650K | Sell |
8,851
-48,319
| -85% | -$3.55M | 0.09% | 155 |
|
|
2017
Q1 | $4.17M | Sell |
57,170
-181
| -0.3% | -$13.2K | 0.5% | 65 |
|
|
2016
Q4 | $4.07M | Buy |
57,351
+508
| +0.9% | +$36K | 0.48% | 68 |
|
|
2016
Q3 | $3.63M | Buy |
56,843
+5,141
| +10% | +$328K | 0.39% | 74 |
|
|
2016
Q2 | $3.43M | Sell |
51,702
-8,939
| -15% | -$593K | 0.35% | 79 |
|
|
2016
Q1 | $3.58M | Buy |
60,641
+45,949
| +313% | +$2.71M | 0.3% | 80 |
|
|
2015
Q4 | $785K | Buy |
14,692
+326
| +2% | +$17.4K | 0.06% | 189 |
|
|
2015
Q3 | $716K | Sell |
14,366
-138
| -1% | -$6.88K | 0.06% | 179 |
|
|
2015
Q2 | $673K | Buy |
14,504
+245
| +2% | +$11.4K | 0.05% | 204 |
|
|
2015
Q1 | $774K | Buy |
14,259
+921
| +7% | +$50K | 0.05% | 193 |
|
|
2014
Q4 | $685K | Buy |
13,338
+1,349
| +11% | +$69.3K | 0.05% | 160 |
|
|
2014
Q3 | $570K | Buy |
11,989
+56
| +0.5% | +$2.66K | 0.05% | 152 |
|
|
2014
Q2 | $534K | Buy |
11,933
+639
| +6% | +$28.6K | 0.05% | 170 |
|
|
2014
Q1 | $476K | Sell |
11,294
-1,950
| -15% | -$82.2K | 0.05% | 163 |
|
|
2013
Q4 | $595K | Sell |
13,244
-799
| -6% | -$35.9K | 0.06% | 136 |
|
|
2013
Q3 | $580K | Sell |
14,043
-19,937
| -59% | -$823K | 0.08% | 132 |
|
|
2013
Q2 | $1.37M | Buy |
+33,980
| New | +$1.37M | 0.22% | 50 |
|