United Capital 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 | $3.39M | Sell |
14,803
-303
| -2% | -$69.3K | 0.03% | 335 |
|
|
2025
Q1 | $3.5M | Buy |
15,106
+651
| +5% | +$151K | 0.03% | 323 |
|
|
2024
Q4 | $2.92M | Sell |
14,455
-321
| -2% | -$64.8K | 0.02% | 346 |
|
|
2024
Q3 | $3.07M | Buy |
14,776
+599
| +4% | +$124K | 0.03% | 338 |
|
|
2024
Q2 | $3.02M | Sell |
14,177
-1,078
| -7% | -$230K | 0.03% | 332 |
|
|
2024
Q1 | $3.25M | Sell |
15,255
-715
| -4% | -$152K | 0.03% | 342 |
|
|
2023
Q4 | $2.86M | Buy |
15,970
+5,065
| +46% | +$907K | 0.02% | 359 |
|
|
2023
Q3 | $1.66M | Sell |
10,905
-2,570
| -19% | -$392K | 0.01% | 449 |
|
|
2023
Q2 | $2.34M | Sell |
13,475
-6,353
| -32% | -$1.1M | 0.01% | 422 |
|
|
2023
Q1 | $3.24M | Buy |
19,828
+2,357
| +13% | +$385K | 0.02% | 377 |
|
|
2022
Q4 | $2.74M | Sell |
17,471
-1,081
| -6% | -$170K | 0.02% | 428 |
|
|
2022
Q3 | $2.97M | Buy |
18,552
+1,728
| +10% | +$277K | 0.02% | 408 |
|
|
2022
Q2 | $2.57M | Buy |
16,824
+653
| +4% | +$99.9K | 0.01% | 447 |
|
|
2022
Q1 | $2.56M | Buy |
16,171
+1,354
| +9% | +$215K | 0.01% | 471 |
|
|
2021
Q4 | $2.47M | Sell |
14,817
-109
| -0.7% | -$18.2K | 0.01% | 492 |
|
|
2021
Q3 | $2.23M | Sell |
14,926
-5,365
| -26% | -$801K | 0.01% | 504 |
|
|
2021
Q2 | $2.84M | Buy |
20,291
+1,119
| +6% | +$157K | 0.01% | 473 |
|
|
2021
Q1 | $2.47M | Buy |
19,172
+3,688
| +24% | +$476K | 0.01% | 467 |
|
|
2020
Q4 | $1.83M | Buy |
15,484
+1,531
| +11% | +$181K | 0.01% | 524 |
|
|
2020
Q3 | $1.58M | Buy |
13,953
+202
| +1% | +$22.9K | 0.01% | 557 |
|
|
2020
Q2 | $1.46M | Sell |
13,751
-6,202
| -31% | -$657K | 0.01% | 576 |
|
|
2020
Q1 | $1.85M | Sell |
19,953
-6,107
| -23% | -$565K | 0.02% | 511 |
|
|
2019
Q4 | $2.97M | Buy |
26,060
+6,439
| +33% | +$734K | 0.02% | 522 |
|
|
2019
Q3 | $2.26M | Sell |
19,621
-20,544
| -51% | -$2.36M | 0.02% | 567 |
|
|
2019
Q2 | $4.63M | Buy |
40,165
+7,735
| +24% | +$892K | 0.03% | 438 |
|
|
2019
Q1 | $3.37M | Sell |
32,430
-20,022
| -38% | -$2.08M | 0.02% | 482 |
|
|
2018
Q4 | $4.67M | Sell |
52,452
-767
| -1% | -$68.3K | 0.04% | 395 |
|
|
2018
Q3 | $4.81M | Buy |
53,219
+1,469
| +3% | +$133K | 0.03% | 440 |
|
|
2018
Q2 | $4.21M | Sell |
51,750
-3,913
| -7% | -$318K | 0.03% | 447 |
|
|
2018
Q1 | $4.68M | Sell |
55,663
-4,227
| -7% | -$356K | 0.04% | 423 |
|
|
2017
Q4 | $5.17M | Buy |
59,890
+3,034
| +5% | +$262K | 0.04% | 408 |
|
|
2017
Q3 | $4.45M | Buy |
56,856
+20,098
| +55% | +$1.57M | 0.04% | 411 |
|
|
2017
Q2 | $2.7M | Sell |
36,758
-69
| -0.2% | -$5.06K | 0.02% | 505 |
|
|
2017
Q1 | $2.69M | Sell |
36,827
-2,227
| -6% | -$162K | 0.03% | 492 |
|
|
2016
Q4 | $2.77M | Buy |
39,054
+5,382
| +16% | +$382K | 0.03% | 488 |
|
|
2016
Q3 | $2.15M | Sell |
33,672
-203,218
| -86% | -$13M | 0.02% | 568 |
|
|
2016
Q2 | $15.6M | Buy |
236,890
+740
| +0.3% | +$48.8K | 0.16% | 147 |
|
|
2016
Q1 | $13.9M | Sell |
236,150
-3,922
| -2% | -$231K | 0.15% | 142 |
|
|
2015
Q4 | $12.8M | Sell |
240,072
-2,433
| -1% | -$130K | 0.15% | 152 |
|
|
2015
Q3 | $12.1M | Buy |
242,505
+118
| +0% | +$5.88K | 0.15% | 155 |
|
|
2015
Q2 | $11.2M | Sell |
242,387
-7,332
| -3% | -$340K | 0.13% | 184 |
|
|
2015
Q1 | $12.4M | Buy |
249,719
+243,748
| +4,082% | +$12.1M | 0.15% | 168 |
|
|
2014
Q4 | $306K | Buy |
+5,971
| New | +$306K | ﹤0.01% | 952 |
|
|
2014
Q3 | – | Sell |
-126,182
| Closed | -$5.64M | – | 1126 |
|
|
2014
Q2 | $5.64M | Sell |
126,182
-12,222
| -9% | -$547K | 0.1% | 216 |
|
|
2014
Q1 | $5.82M | Buy |
138,404
+81,351
| +143% | +$3.42M | 0.12% | 189 |
|
|
2013
Q4 | $2.56M | Sell |
57,053
-82,437
| -59% | -$3.7M | 0.09% | 209 |
|
|
2013
Q3 | $5.75M | Sell |
139,490
-13,079
| -9% | -$539K | 0.18% | 123 |
|
|
2013
Q2 | $6.15M | Buy |
+152,569
| New | +$6.15M | 0.16% | 159 |
|