United Capital Financial Advisors’s Waste Connections WCN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $363K | Sell |
1,941
-486
| -20% | -$90.8K | ﹤0.01% | 862 |
|
2025
Q1 | $474K | Buy |
2,427
+379
| +19% | +$74K | ﹤0.01% | 753 |
|
2024
Q4 | $351K | Sell |
2,048
-349
| -15% | -$59.9K | ﹤0.01% | 828 |
|
2024
Q3 | $429K | Sell |
2,397
-40
| -2% | -$7.15K | ﹤0.01% | 769 |
|
2024
Q2 | $427K | Sell |
2,437
-68
| -3% | -$11.9K | ﹤0.01% | 737 |
|
2024
Q1 | $431K | Sell |
2,505
-158
| -6% | -$27.2K | ﹤0.01% | 767 |
|
2023
Q4 | $398K | Buy |
+2,663
| New | +$398K | ﹤0.01% | 787 |
|
2023
Q3 | – | Sell |
-1,413
| Closed | -$202K | – | 904 |
|
2023
Q2 | $202K | Buy |
+1,413
| New | +$202K | ﹤0.01% | 855 |
|
2020
Q1 | – | Sell |
-2,761
| Closed | -$251K | – | 1363 |
|
2019
Q4 | $251K | Buy |
+2,761
| New | +$251K | ﹤0.01% | 1195 |
|
2019
Q3 | – | Sell |
-10,221
| Closed | -$977K | – | 1473 |
|
2019
Q2 | $977K | Buy |
10,221
+7,295
| +249% | +$697K | 0.01% | 815 |
|
2019
Q1 | $259K | Buy |
2,926
+27
| +0.9% | +$2.39K | ﹤0.01% | 1163 |
|
2018
Q4 | $215K | Buy |
2,899
+367
| +14% | +$27.2K | ﹤0.01% | 1181 |
|
2018
Q3 | $202K | Buy |
+2,532
| New | +$202K | ﹤0.01% | 1250 |
|