World Investment Advisors’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 | $2.97M | Sell |
12,975
-86
| -0.7% | -$19.7K | 0.07% | 303 |
|
|
2025
Q1 | $3.02M | Buy |
13,061
+632
| +5% | +$146K | 0.08% | 277 |
|
|
2024
Q4 | $2.51M | Buy |
12,429
+3,016
| +32% | +$609K | 0.07% | 292 |
|
|
2024
Q3 | $1.95M | Buy |
9,413
+6,689
| +246% | +$1.39M | 0.06% | 304 |
|
|
2024
Q2 | $581K | Buy |
+2,724
| New | +$581K | 0.04% | 367 |
|
|
2024
Q1 | – | Sell |
-1,675
| Closed | -$300K | – | 488 |
|
|
2023
Q4 | $300K | Buy |
1,675
+269
| +19% | +$48.2K | 0.04% | 306 |
|
|
2023
Q3 | $214K | Sell |
1,406
-53
| -4% | -$8.08K | 0.04% | 243 |
|
|
2023
Q2 | $253K | Sell |
1,459
-25
| -2% | -$4.34K | 0.05% | 218 |
|
|
2023
Q1 | $242K | Sell |
1,484
-190
| -11% | -$31K | 0.05% | 203 |
|
|
2022
Q4 | $263K | Sell |
1,674
-492
| -23% | -$77.2K | 0.06% | 190 |
|
|
2022
Q3 | $347K | Sell |
2,166
-304
| -12% | -$48.7K | 0.08% | 168 |
|
|
2022
Q2 | $411K | Buy |
2,470
+98
| +4% | +$16.3K | 0.09% | 168 |
|
|
2022
Q1 | $376K | Buy |
2,372
+6
| +0.3% | +$951 | 0.08% | 175 |
|
|
2021
Q4 | $340K | Buy |
2,366
+776
| +49% | +$112K | 0.07% | 185 |
|
|
2021
Q3 | $237K | Hold |
1,590
| – | – | 0.05% | 222 |
|
|
2021
Q2 | $223K | Sell |
1,590
-11
| -0.7% | -$1.54K | 0.05% | 226 |
|
|
2021
Q1 | $226K | Buy |
+1,601
| New | +$226K | 0.05% | 206 |
|