WAOTB
Wealth Advisors of Tampa Bay’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.09M | Sell |
30,985
-510
| -2% | -$117K | 2.67% | 8 |
|
|
2025
Q1 | $7.29M | Sell |
31,495
-2,490
| -7% | -$576K | 2.96% | 5 |
|
|
2024
Q4 | $6.86M | Sell |
33,985
-23
| -0.1% | -$4.64K | 2.94% | 6 |
|
|
2024
Q3 | $7.06M | Sell |
34,008
-441
| -1% | -$91.6K | 2.95% | 5 |
|
|
2024
Q2 | $7.35M | Sell |
34,449
-107
| -0.3% | -$22.8K | 3.43% | 4 |
|
|
2024
Q1 | $7.37M | Sell |
34,556
-1,097
| -3% | -$234K | 3.5% | 4 |
|
|
2023
Q4 | $6.39M | Sell |
35,653
-35,777
| -50% | -$6.41M | 3.21% | 4 |
|
|
2023
Q3 | $10.9M | Buy |
71,430
+35,480
| +99% | +$5.41M | 3% | 5 |
|
|
2023
Q2 | $6.23M | Sell |
35,950
-775
| -2% | -$134K | 3.42% | 4 |
|
|
2023
Q1 | $5.99M | Buy |
36,725
+455
| +1% | +$74.2K | 3.43% | 4 |
|
|
2022
Q4 | $5.69M | Buy |
36,270
+25
| +0.1% | +$3.92K | 3.52% | 2 |
|
|
2022
Q3 | $5.81M | Sell |
36,245
-37,339
| -51% | -$5.98M | 3.98% | 2 |
|
|
2022
Q2 | $11.3M | Buy |
73,584
+266
| +0.4% | +$40.7K | 3.48% | 2 |
|
|
2022
Q1 | $11.6M | Buy |
73,318
+7,762
| +12% | +$1.23M | 3.15% | 4 |
|
|
2021
Q4 | $10.9M | Buy |
65,556
+29,830
| +83% | +$4.98M | 2.68% | 4 |
|
|
2021
Q3 | $5.34M | Sell |
35,726
-1,373
| -4% | -$205K | 2.95% | 2 |
|
|
2021
Q2 | $5.2M | Sell |
37,099
-2,332
| -6% | -$327K | 2.89% | 3 |
|
|
2021
Q1 | $5.09M | Buy |
39,431
+723
| +2% | +$93.3K | 3.01% | 2 |
|
|
2020
Q4 | $4.57M | Sell |
38,708
-731
| -2% | -$86.2K | 3.18% | 2 |
|
|
2020
Q3 | $4.46M | Sell |
39,439
-511
| -1% | -$57.8K | 3.32% | 2 |
|
|
2020
Q2 | $4.23M | Buy |
39,950
+4,994
| +14% | +$529K | 3.53% | 3 |
|
|
2020
Q1 | $3.24M | Buy |
34,956
+450
| +1% | +$41.7K | 3.63% | 4 |
|
|
2019
Q4 | $3.93M | Sell |
34,506
-100
| -0.3% | -$11.4K | 3.62% | 4 |
|
|
2019
Q3 | $3.98M | Sell |
34,606
-4,985
| -13% | -$573K | 3.3% | 2 |
|
|
2019
Q2 | $4.57M | Sell |
39,591
-13,563
| -26% | -$1.56M | 3.32% | 2 |
|
|
2019
Q1 | $5.52M | Sell |
53,154
-2,468
| -4% | -$256K | 4.01% | 2 |
|
|
2018
Q4 | $4.94M | Sell |
55,622
-1,728
| -3% | -$154K | 4.02% | 2 |
|
|
2018
Q3 | $5.18M | Sell |
57,350
-455
| -0.8% | -$41.1K | 3.63% | 2 |
|
|
2018
Q2 | $4.73M | Buy |
57,805
+225
| +0.4% | +$18.4K | 3.61% | 2 |
|
|
2018
Q1 | $4.85M | Buy |
57,580
+1,453
| +3% | +$122K | 3.51% | 2 |
|
|
2017
Q4 | $4.94M | Buy |
+56,127
| New | +$4.94M | 3.39% | 1 |
|