U.S. Capital Wealth 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 | $887K | Sell |
3,876
-3,563
| -48% | -$815K | 0.03% | 454 |
|
|
2025
Q1 | $1.72M | Buy |
7,439
+357
| +5% | +$82.6K | 0.05% | 324 |
|
|
2024
Q4 | $1.43M | Buy |
7,082
+353
| +5% | +$71.2K | 0.04% | 363 |
|
|
2024
Q3 | $1.4M | Sell |
6,729
-12
| -0.2% | -$2.49K | 0.05% | 312 |
|
|
2024
Q2 | $1.44M | Buy |
6,741
+4
| +0.1% | +$853 | 0.05% | 298 |
|
|
2024
Q1 | $1.44M | Buy |
6,737
+201
| +3% | +$42.8K | 0.06% | 280 |
|
|
2023
Q4 | $1.17M | Sell |
6,536
-145
| -2% | -$26K | 0.05% | 314 |
|
|
2023
Q3 | $1.02M | Sell |
6,681
-79
| -1% | -$12K | 0.05% | 316 |
|
|
2023
Q2 | $1.17M | Buy |
6,760
+853
| +14% | +$148K | 0.06% | 295 |
|
|
2023
Q1 | $964K | Buy |
5,907
+334
| +6% | +$54.5K | 0.04% | 305 |
|
|
2022
Q4 | $874K | Buy |
5,573
+745
| +15% | +$117K | 0.04% | 354 |
|
|
2022
Q3 | $773K | Sell |
4,828
-262
| -5% | -$41.9K | 0.04% | 373 |
|
|
2022
Q2 | $779K | Sell |
5,090
-723
| -12% | -$111K | 0.03% | 391 |
|
|
2022
Q1 | $921K | Buy |
5,813
+498
| +9% | +$78.9K | 0.03% | 410 |
|
|
2021
Q4 | $887K | Hold |
5,315
| – | – | 0.04% | 416 |
|
|
2021
Q3 | $794K | Buy |
+5,315
| New | +$794K | 0.03% | 430 |
|