Valmark Advisers’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 | $1.22M | Buy |
5,337
+52
| +1% | +$11.9K | 0.02% | 304 |
|
|
2025
Q1 | $1.22M | Buy |
5,285
+3
| +0.1% | +$694 | 0.02% | 283 |
|
|
2024
Q4 | $1.07M | Buy |
5,282
+106
| +2% | +$21.4K | 0.02% | 295 |
|
|
2024
Q3 | $1.07M | Sell |
5,176
-42
| -0.8% | -$8.72K | 0.02% | 289 |
|
|
2024
Q2 | $1.11M | Sell |
5,218
-2
| -0% | -$427 | 0.02% | 262 |
|
|
2024
Q1 | $1.11M | Buy |
5,220
+1
| +0% | +$213 | 0.02% | 253 |
|
|
2023
Q4 | $935K | Sell |
5,219
-33
| -0.6% | -$5.91K | 0.02% | 263 |
|
|
2023
Q3 | $801K | Sell |
5,252
-4,733
| -47% | -$722K | 0.02% | 250 |
|
|
2023
Q2 | $1.73M | Sell |
9,985
-1,093
| -10% | -$190K | 0.04% | 164 |
|
|
2023
Q1 | $1.81M | Buy |
11,078
+1,074
| +11% | +$175K | 0.04% | 154 |
|
|
2022
Q4 | $1.57M | Sell |
10,004
-79
| -0.8% | -$12.4K | 0.04% | 166 |
|
|
2022
Q3 | $1.62M | Sell |
10,083
-103
| -1% | -$16.5K | 0.03% | 138 |
|
|
2022
Q2 | $1.56M | Buy |
10,186
+306
| +3% | +$46.8K | 0.03% | 142 |
|
|
2022
Q1 | $1.57M | Buy |
9,880
+4,533
| +85% | +$718K | 0.03% | 152 |
|
|
2021
Q4 | $892K | Sell |
5,347
-46
| -0.9% | -$7.67K | 0.02% | 214 |
|
|
2021
Q3 | $806K | Buy |
5,393
+141
| +3% | +$21.1K | 0.01% | 213 |
|
|
2021
Q2 | $736K | Buy |
5,252
+619
| +13% | +$86.7K | 0.01% | 226 |
|
|
2021
Q1 | $598K | Buy |
4,633
+146
| +3% | +$18.8K | 0.01% | 244 |
|
|
2020
Q4 | $529K | Buy |
+4,487
| New | +$529K | 0.01% | 248 |
|