A detailed history of Avantax Planning Partners, Inc. transactions in Waste Management Inc stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,254 shares of WM stock, worth $680,086. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,254
Previous 4,417 26.33%
Holding current value
$680,086
Previous $942,000 28.34%
% of portfolio
0.02%
Previous 0.03%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$196.96 - $223.45 $229,064 - $259,872
-1,163 Reduced 26.33%
3,254 $675,000
Q2 2024

Aug 09, 2024

SELL
$200.55 - $213.34 $244,069 - $259,634
-1,217 Reduced 21.6%
4,417 $942,000
Q1 2024

May 02, 2024

BUY
$177.77 - $213.97 $38,042 - $45,789
214 Added 3.95%
5,634 $1.2 Million
Q4 2023

Feb 09, 2024

BUY
$151.21 - $179.1 $194,909 - $230,859
1,289 Added 31.2%
5,420 $970,000
Q3 2023

Nov 03, 2023

SELL
$152.44 - $172.41 $30,488 - $34,482
-200 Reduced 4.62%
4,131 $629,000
Q2 2023

Jul 17, 2023

BUY
$161.28 - $173.42 $322 - $346
2 Added 0.05%
4,331 $751,000
Q4 2022

Feb 09, 2023

SELL
$154.73 - $169.85 $16,246 - $17,834
-105 Reduced 2.37%
4,329 $679,000
Q3 2022

Oct 14, 2022

BUY
$149.27 - $175.29 $1,940 - $2,278
13 Added 0.29%
4,434 $710,000
Q2 2022

Jul 18, 2022

SELL
$140.65 - $169.65 $54,712 - $65,993
-389 Reduced 8.09%
4,421 $676,000
Q1 2022

May 09, 2022

SELL
$140.6 - $164.3 $11,107 - $12,979
-79 Reduced 1.62%
4,810 $762,000
Q4 2021

Jan 28, 2022

BUY
$148.83 - $166.9 $10,120 - $11,349
68 Added 1.41%
4,889 $816,000
Q3 2021

Oct 27, 2021

BUY
$141.17 - $155.85 $11,717 - $12,935
83 Added 1.75%
4,821 $720,000
Q2 2021

Aug 10, 2021

BUY
$129.28 - $143.26 $54,685 - $60,598
423 Added 9.8%
4,738 $664,000
Q1 2021

May 06, 2021

SELL
$109.92 - $130.34 $108,271 - $128,384
-985 Reduced 18.58%
4,315 $557,000
Q4 2020

Feb 04, 2021

SELL
$106.96 - $123.38 $269,111 - $310,424
-2,516 Reduced 32.19%
5,300 $625,000
Q3 2020

Oct 28, 2020

SELL
$102.08 - $117.07 $30,317 - $34,769
-297 Reduced 3.66%
7,816 $885,000
Q2 2020

Jul 15, 2020

SELL
$88.43 - $113.53 $3,360 - $4,314
-38 Reduced 0.47%
8,113 $859,000
Q1 2020

Apr 27, 2020

SELL
$87.87 - $126.22 $2,284 - $3,281
-26 Reduced 0.32%
8,151 $754,000
Q4 2019

Jan 15, 2020

SELL
$108.31 - $117.44 $35,850 - $38,872
-331 Reduced 3.89%
8,177 $932,000
Q3 2019

Nov 08, 2019

BUY
$111.9 - $120.65 $39,836 - $42,951
356 Added 4.37%
8,508 $978,000
Q2 2019

Aug 07, 2019

SELL
$100.57 - $116.97 $4,022 - $4,678
-40 Reduced 0.49%
8,152 $953,000
Q1 2019

May 08, 2019

SELL
$88.48 - $103.91 $10,883 - $12,780
-123 Reduced 1.48%
8,192 $851,000
Q4 2018

Feb 14, 2019

BUY
$83.7 - $93.75 $20,506 - $22,968
245 Added 3.04%
8,315 $740,000
Q3 2018

Nov 13, 2018

BUY
$81.49 - $92.51 $3,096 - $3,515
38 Added 0.47%
8,070 $729,000
Q2 2018

Aug 13, 2018

SELL
$80.0 - $86.02 $42,720 - $45,934
-534 Reduced 6.23%
8,032 $654,000
Q1 2018

May 15, 2018

SELL
$79.12 - $89.71 $9,890 - $11,213
-125 Reduced 1.44%
8,566 $721,000
Q4 2017

Feb 09, 2018

SELL
$76.28 - $86.3 $159,501 - $180,453
-2,091 Reduced 19.39%
8,691 $750,000
Q3 2017

Oct 19, 2017

BUY
$74.61 - $78.62 $804,445 - $847,680
10,782
10,782 $844,000

Others Institutions Holding WM

About WASTE MANAGEMENT INC


  • Ticker WM
  • Exchange NYSE
  • Sector Industrials
  • Industry Waste Management
  • Shares Outstandng 410,476,992
  • Market Cap $85.8B
  • Description
  • Waste Management, Inc., through its subsidiaries, provides waste management environmental services to residential, commercial, industrial, and municipal customers in North America. It offers collection services, including picking up and transporting waste and recyclable materials from where it was generated to a transfer station, material recove...
More about WM
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.