Valeo 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 | $3M | Buy |
13,123
+2,240
| +21% | +$513K | 0.07% | 128 |
|
|
2025
Q1 | $2.52M | Buy |
10,883
+1,563
| +17% | +$362K | 0.07% | 128 |
|
|
2024
Q4 | $1.88M | Sell |
9,320
-125
| -1% | -$25.2K | 0.05% | 157 |
|
|
2024
Q3 | $1.96M | Sell |
9,445
-106
| -1% | -$22K | 0.06% | 156 |
|
|
2024
Q2 | $2.04M | Sell |
9,551
-139
| -1% | -$29.7K | 0.06% | 142 |
|
|
2024
Q1 | $2.04M | Buy |
9,690
+12
| +0.1% | +$2.53K | 0.07% | 141 |
|
|
2023
Q4 | $1.73M | Buy |
9,678
+536
| +6% | +$96K | 0.07% | 148 |
|
|
2023
Q3 | $1.39M | Sell |
9,142
-233
| -2% | -$35.5K | 0.06% | 162 |
|
|
2023
Q2 | $1.63M | Buy |
9,375
+739
| +9% | +$128K | 0.07% | 145 |
|
|
2023
Q1 | $1.41M | Buy |
8,636
+335
| +4% | +$54.7K | 0.07% | 173 |
|
|
2022
Q4 | $1.3M | Buy |
8,301
+994
| +14% | +$156K | 0.07% | 164 |
|
|
2022
Q3 | $1.17M | Buy |
7,307
+149
| +2% | +$23.9K | 0.07% | 154 |
|
|
2022
Q2 | $1.1M | Sell |
7,158
-460
| -6% | -$70.4K | 0.07% | 153 |
|
|
2022
Q1 | $1.21M | Buy |
7,618
+1,133
| +17% | +$180K | 0.06% | 173 |
|
|
2021
Q4 | $1.08M | Sell |
6,485
-932
| -13% | -$156K | 0.06% | 177 |
|
|
2021
Q3 | $1.11M | Buy |
7,417
+4,545
| +158% | +$679K | 0.06% | 164 |
|
|
2021
Q2 | $402K | Sell |
2,872
-1
| -0% | -$140 | 0.02% | 289 |
|
|
2021
Q1 | $371K | Sell |
2,873
-343
| -11% | -$44.3K | 0.02% | 315 |
|
|
2020
Q4 | $379K | Buy |
3,216
+703
| +28% | +$82.8K | 0.02% | 285 |
|
|
2020
Q3 | $284K | Sell |
2,513
-679
| -21% | -$76.7K | 0.02% | 256 |
|
|
2020
Q2 | $338K | Buy |
3,192
+781
| +32% | +$82.7K | 0.03% | 231 |
|
|
2020
Q1 | $240K | Sell |
2,411
-1,857
| -44% | -$185K | 0.03% | 261 |
|
|
2019
Q4 | $486K | Buy |
4,268
+31
| +0.7% | +$3.53K | 0.05% | 189 |
|
|
2019
Q3 | $487K | Sell |
4,237
-874
| -17% | -$100K | 0.05% | 172 |
|
|
2019
Q2 | $590K | Buy |
5,111
+86
| +2% | +$9.93K | 0.07% | 167 |
|
|
2019
Q1 | $522K | Buy |
5,025
+938
| +23% | +$97.4K | 0.06% | 174 |
|
|
2018
Q4 | $364K | Sell |
4,087
-27
| -0.7% | -$2.41K | 0.05% | 189 |
|
|
2018
Q3 | $368K | Buy |
4,114
+787
| +24% | +$70.4K | 0.05% | 191 |
|
|
2018
Q2 | $299K | Buy |
3,327
+527
| +19% | +$47.4K | 0.04% | 226 |
|
|
2018
Q1 | $236K | Buy |
2,800
+18
| +0.6% | +$1.52K | 0.04% | 235 |
|
|
2017
Q4 | $240K | Buy |
2,782
+2,352
| +547% | +$203K | 0.04% | 218 |
|
|
2017
Q3 | $34K | Buy |
+430
| New | +$34K | 0.01% | 470 |
|