Visionary 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 | $302K | Sell |
1,320
-16
| -1% | -$3.66K | 0.02% | 458 |
|
|
2025
Q1 | $309K | Buy |
1,336
+46
| +4% | +$10.7K | 0.02% | 432 |
|
|
2024
Q4 | $260K | Buy |
1,290
+23
| +2% | +$4.64K | 0.02% | 472 |
|
|
2024
Q3 | $263K | Sell |
1,267
-22
| -2% | -$4.57K | 0.02% | 466 |
|
|
2024
Q2 | $275K | Buy |
1,289
+21
| +2% | +$4.48K | 0.02% | 426 |
|
|
2024
Q1 | $270K | Sell |
1,268
-6
| -0.5% | -$1.28K | 0.02% | 414 |
|
|
2023
Q4 | $228K | Sell |
1,274
-40
| -3% | -$7.17K | 0.02% | 439 |
|
|
2023
Q3 | $200K | Buy |
1,314
+2
| +0.2% | +$305 | 0.02% | 427 |
|
|
2023
Q2 | $228K | Buy |
1,312
+3
| +0.2% | +$520 | 0.02% | 413 |
|
|
2023
Q1 | $214K | Sell |
1,309
-569
| -30% | -$92.8K | 0.02% | 414 |
|
|
2022
Q4 | $295K | Buy |
1,878
+43
| +2% | +$6.76K | 0.03% | 325 |
|
|
2022
Q3 | $294K | Buy |
1,835
+47
| +3% | +$7.53K | 0.03% | 302 |
|
|
2022
Q2 | $274K | Buy |
1,788
+4
| +0.2% | +$613 | 0.02% | 339 |
|
|
2022
Q1 | $283K | Buy |
1,784
+506
| +40% | +$80.3K | 0.02% | 338 |
|
|
2021
Q4 | $213K | Buy |
+1,278
| New | +$213K | 0.02% | 354 |
|