Wealthspire Advisors (New York)’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 | $1.57M | Buy |
6,865
+29
| +0.4% | +$6.64K | 0.01% | 314 |
|
|
2025
Q1 | $1.58M | Buy |
6,836
+222
| +3% | +$51.4K | 0.01% | 307 |
|
|
2024
Q4 | $1.33M | Buy |
6,614
+715
| +12% | +$144K | 0.01% | 313 |
|
|
2024
Q3 | $1.22M | Sell |
5,899
-275
| -4% | -$57.1K | 0.01% | 334 |
|
|
2024
Q2 | $1.32M | Buy |
6,174
+628
| +11% | +$134K | 0.02% | 263 |
|
|
2024
Q1 | $1.18M | Sell |
5,546
-542
| -9% | -$116K | 0.02% | 289 |
|
|
2023
Q4 | $1.09M | Buy |
6,088
+456
| +8% | +$81.7K | 0.02% | 297 |
|
|
2023
Q3 | $858K | Buy |
5,632
+1,328
| +31% | +$202K | 0.01% | 301 |
|
|
2023
Q2 | $746K | Sell |
4,304
-247
| -5% | -$42.8K | 0.01% | 302 |
|
|
2023
Q1 | $743K | Sell |
4,551
-907
| -17% | -$148K | 0.01% | 298 |
|
|
2022
Q4 | $856K | Buy |
5,458
+1,187
| +28% | +$186K | 0.02% | 291 |
|
|
2022
Q3 | $684K | Sell |
4,271
-611
| -13% | -$97.9K | 0.01% | 290 |
|
|
2022
Q2 | $747K | Buy |
4,882
+708
| +17% | +$108K | 0.02% | 252 |
|
|
2022
Q1 | $662K | Sell |
4,174
-1,281
| -23% | -$203K | 0.01% | 231 |
|
|
2021
Q4 | $910K | Sell |
5,455
-1,757
| -24% | -$293K | 0.02% | 241 |
|
|
2021
Q3 | $1.08M | Buy |
+7,212
| New | +$1.08M | 0.02% | 236 |
|
|
2021
Q2 | – | Sell |
-7,889
| Closed | -$1.02M | – | 673 |
|
|
2021
Q1 | $1.02M | Buy |
7,889
+4,307
| +120% | +$556K | 0.02% | 265 |
|
|
2020
Q4 | $422K | Buy |
3,582
+1,276
| +55% | +$150K | 0.01% | 337 |
|
|
2020
Q3 | $261K | Buy |
2,306
+89
| +4% | +$10.1K | 0.02% | 250 |
|
|
2020
Q2 | $235K | Sell |
2,217
-12,987
| -85% | -$1.38M | 0.02% | 236 |
|
|
2020
Q1 | $1.41M | Buy |
+15,204
| New | +$1.41M | 0.06% | 158 |
|
|
2019
Q1 | – | Sell |
-265
| Closed | -$24K | – | 802 |
|
|
2018
Q4 | $24K | Buy |
+265
| New | +$24K | ﹤0.01% | 310 |
|