Wealth Enhancement Advisory Services’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115M | Sell |
504,955
-87,274
| -15% | -$19.8M | 0.19% | 105 |
|
|
2025
Q1 | $137M | Buy |
592,229
+17,923
| +3% | +$4.15M | 0.26% | 73 |
|
|
2024
Q4 | $116M | Buy |
574,306
+52,290
| +10% | +$10.6M | 0.22% | 90 |
|
|
2024
Q3 | $108M | Buy |
522,016
+37,770
| +8% | +$7.84M | 0.23% | 84 |
|
|
2024
Q2 | $103M | Sell |
484,246
-5,998
| -1% | -$1.28M | 0.25% | 82 |
|
|
2024
Q1 | $104M | Sell |
490,244
-6,807
| -1% | -$1.45M | 0.27% | 79 |
|
|
2023
Q4 | $89M | Sell |
497,051
-14,778
| -3% | -$2.65M | 0.26% | 85 |
|
|
2023
Q3 | $78M | Buy |
511,829
+507,841
| +12,734% | +$77.4M | 0.26% | 84 |
|
|
2023
Q2 | $692K | Sell |
3,988
-25,974
| -87% | -$4.5M | 0.01% | 314 |
|
|
2023
Q1 | $4.89M | Buy |
+29,962
| New | +$4.89M | 0.06% | 137 |
|
|
2020
Q2 | – | Sell |
-17,066
| Closed | -$1.74M | – | 259 |
|
|
2020
Q1 | $1.74M | Sell |
17,066
-8,559
| -33% | -$870K | 0.06% | 118 |
|
|
2019
Q4 | $2.92M | Buy |
25,625
+1,498
| +6% | +$171K | 0.1% | 88 |
|
|
2019
Q3 | $2.81M | Sell |
24,127
-3,256
| -12% | -$379K | 0.11% | 81 |
|
|
2019
Q2 | $3.23M | Buy |
27,383
+1,028
| +4% | +$121K | 0.14% | 60 |
|
|
2019
Q1 | $2.8M | Buy |
26,355
+113
| +0.4% | +$12K | 0.16% | 56 |
|
|
2018
Q4 | $2.48M | Buy |
+26,242
| New | +$2.48M | 0.16% | 51 |
|
|
2018
Q3 | – | Sell |
-14,871
| Closed | -$1.23M | – | 201 |
|
|
2018
Q2 | $1.23M | Buy |
+14,871
| New | +$1.23M | 0.08% | 97 |
|
|
2016
Q4 | – | Sell |
-10,056
| Closed | -$628K | – | 189 |
|
|
2016
Q3 | $628K | Buy |
+10,056
| New | +$628K | 0.09% | 128 |
|