Wealthcare Advisory Partners’s Waste Management WM Stock Holding History

Wealthcare Advisory Partners’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.88M	Buy	21,314 +134	+0.6%	+$30.7K	0.11%	157
2025 Q1	$4.9M	Buy	21,180 +243	+1%	+$56.3K	0.13%	139
2024 Q4	$4.22M	Buy	20,937 +28	+0.1%	+$5.65K	0.12%	153
2024 Q3	$4.34M	Buy	20,909 +362	+2%	+$75.2K	0.12%	148
2024 Q2	$4.38M	Buy	20,547 +1,711	+9%	+$365K	0.14%	129
2024 Q1	$4.01M	Buy	18,836 +2,961	+19%	+$631K	0.13%	130
2023 Q4	$2.84M	Buy	15,875 +1,263	+9%	+$226K	0.11%	149
2023 Q3	$2.23M	Sell	14,612 -16	-0.1%	-$2.44K	0.1%	157
2023 Q2	$2.54M	Sell	14,628 -213	-1%	-$36.9K	0.11%	154
2023 Q1	$2.42M	Sell	14,841 -11	-0.1%	-$1.8K	0.1%	157
2022 Q4	$2.33M	Buy	14,852 +230	+2%	+$36.1K	0.11%	145
2022 Q3	$2.34M	Buy	14,622 +23	+0.2%	+$3.69K	0.13%	125
2022 Q2	$2.23M	Buy	14,599 +198	+1%	+$30.3K	0.14%	107
2022 Q1	$2.28M	Sell	14,401 -415	-3%	-$65.8K	0.14%	92
2021 Q4	$2.47M	Sell	14,816 -172	-1%	-$28.7K	0.15%	88
2021 Q3	$2.24M	Buy	14,988 +136	+0.9%	+$20.3K	0.15%	95
2021 Q2	$2.08M	Buy	14,852 +4	+0%	+$560	0.14%	103
2021 Q1	$1.92M	Sell	14,848 -781	-5%	-$101K	0.14%	96
2020 Q4	$1.84M	Buy	15,629 +177	+1%	+$20.9K	0.16%	82
2020 Q3	$1.75M	Sell	15,452 -87	-0.6%	-$9.85K	0.19%	73
2020 Q2	$1.65M	Sell	15,539 -4	-0%	-$424	0.21%	65
2020 Q1	$1.44M	Sell	15,543 -44	-0.3%	-$4.07K	0.21%	64
2019 Q4	$1.78M	Buy	15,587 +59	+0.4%	+$6.72K	0.23%	56
2019 Q3	$1.79M	Buy	15,528 +279	+2%	+$32.1K	0.26%	51
2019 Q2	$1.76M	Sell	15,249 -861	-5%	-$99.3K	0.28%	51
2019 Q1	$1.67M	Sell	16,110 -76	-0.5%	-$7.9K	0.29%	51
2018 Q4	$1.44M	Sell	16,186 -42	-0.3%	-$3.74K	0.28%	52
2018 Q3	$1.47M	Sell	16,228 -701	-4%	-$63.3K	0.27%	54
2018 Q2	$1.38M	Buy	16,929 +166	+1%	+$13.5K	0.27%	56
2018 Q1	$1.41M	Buy	16,763 +388	+2%	+$32.6K	0.32%	47
2017 Q4	$1.41M	Buy	16,375 +454	+3%	+$39.2K	0.36%	37
2017 Q3	$1.25M	Buy	+15,921	New	+$1.25M	0.37%	37