WA
WealthTrust Axiom’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Hold |
5,158
| – | – | 0.35% | 69 |
|
|
2025
Q1 | $1.19M | Hold |
5,158
| – | – | 0.36% | 59 |
|
|
2024
Q4 | $1.04M | Hold |
5,158
| – | – | 0.31% | 70 |
|
|
2024
Q3 | $1.07M | Sell |
5,158
-100
| -2% | -$20.8K | 0.32% | 72 |
|
|
2024
Q2 | $1.12M | Hold |
5,258
| – | – | 0.37% | 63 |
|
|
2024
Q1 | $1.12M | Buy |
5,258
+601
| +13% | +$128K | 0.36% | 67 |
|
|
2023
Q4 | $834K | Hold |
4,657
| – | – | 0.28% | 82 |
|
|
2023
Q3 | $710K | Hold |
4,657
| – | – | 0.26% | 86 |
|
|
2023
Q2 | $808K | Hold |
4,657
| – | – | 0.27% | 84 |
|
|
2023
Q1 | $760K | Hold |
4,657
| – | – | 0.26% | 87 |
|
|
2022
Q4 | $731K | Sell |
4,657
-1
| -0% | -$157 | 0.25% | 87 |
|
|
2022
Q3 | $746K | Hold |
4,658
| – | – | 0.28% | 75 |
|
|
2022
Q2 | $712K | Hold |
4,658
| – | – | 0.25% | 88 |
|
|
2022
Q1 | $738K | Hold |
4,658
| – | – | 0.23% | 90 |
|
|
2021
Q4 | $777K | Hold |
4,658
| – | – | 0.25% | 90 |
|
|
2021
Q3 | $695K | Hold |
4,658
| – | – | 0.24% | 93 |
|
|
2021
Q2 | $652K | Hold |
4,658
| – | – | 0.21% | 102 |
|
|
2021
Q1 | $600K | Hold |
4,658
| – | – | 0.2% | 102 |
|
|
2020
Q4 | $549K | Hold |
4,658
| – | – | 0.2% | 105 |
|
|
2020
Q3 | $527K | Hold |
4,658
| – | – | 0.23% | 94 |
|
|
2020
Q2 | $493K | Hold |
4,658
| – | – | 0.22% | 93 |
|
|
2020
Q1 | $431K | Hold |
4,658
| – | – | 0.21% | 93 |
|
|
2019
Q4 | $530K | Hold |
4,658
| – | – | 0.18% | 101 |
|
|
2019
Q3 | $535K | Hold |
4,658
| – | – | 0.19% | 104 |
|
|
2019
Q2 | $537K | Hold |
4,658
| – | – | 0.19% | 107 |
|
|
2019
Q1 | $484K | Hold |
4,658
| – | – | 0.17% | 111 |
|
|
2018
Q4 | $414K | Hold |
4,658
| – | – | 0.17% | 113 |
|
|
2018
Q3 | $420K | Hold |
4,658
| – | – | 0.14% | 125 |
|
|
2018
Q2 | $378K | Sell |
4,658
-200
| -4% | -$16.2K | 0.13% | 133 |
|
|
2018
Q1 | $408K | Sell |
4,858
-600
| -11% | -$50.4K | 0.15% | 129 |
|
|
2017
Q4 | $471K | Hold |
5,458
| – | – | 0.18% | 113 |
|
|
2017
Q3 | $427K | Hold |
5,458
| – | – | 0.16% | 119 |
|
|
2017
Q2 | $400K | Hold |
5,458
| – | – | 0.15% | 127 |
|
|
2017
Q1 | $397K | Sell |
5,458
-58
| -1% | -$4.22K | 0.15% | 135 |
|
|
2016
Q4 | $391K | Buy |
5,516
+1
| +0% | +$71 | 0.14% | 133 |
|
|
2016
Q3 | $351K | Hold |
5,515
| – | – | 0.13% | 138 |
|
|
2016
Q2 | $365K | Sell |
5,515
-2,999
| -35% | -$198K | 0.14% | 128 |
|
|
2016
Q1 | $502K | Buy |
8,514
+1
| +0% | +$59 | 0.2% | 101 |
|
|
2015
Q4 | $454K | Buy |
8,513
+113
| +1% | +$6.03K | 0.18% | 107 |
|
|
2015
Q3 | $418K | Hold |
8,400
| – | – | 0.17% | 105 |
|
|
2015
Q2 | $389K | Hold |
8,400
| – | – | 0.14% | 119 |
|
|
2015
Q1 | $455K | Hold |
8,400
| – | – | 0.16% | 112 |
|
|
2014
Q4 | $431K | Hold |
8,400
| – | – | 0.15% | 111 |
|
|
2014
Q3 | $399K | Hold |
8,400
| – | – | 0.14% | 117 |
|
|
2014
Q2 | $375K | Buy |
8,400
+3,600
| +75% | +$161K | 0.13% | 123 |
|
|
2014
Q1 | $201K | Buy |
+4,800
| New | +$201K | 0.07% | 185 |
|