A detailed history of Heritage Wealth Advisors transactions in Waste Management Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 2,819 shares of WM stock, worth $589,171. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,819
Previous 2,765 1.95%
Holding current value
$589,171
Previous $589,000 0.68%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$196.96 - $223.45 $10,635 - $12,066
54 Added 1.95%
2,819 $585,000
Q2 2024

Dec 12, 2024

SELL
$200.55 - $213.34 $51,942 - $55,255
-259 Reduced 8.56%
2,765 $589,000
Q2 2024

Aug 05, 2024

BUY
$200.55 - $213.34 $232,437 - $247,261
1,159 Added 72.17%
2,765 $589,000
Q1 2024

Dec 12, 2024

SELL
$177.77 - $213.97 $125,683 - $151,276
-707 Reduced 18.95%
3,024 $644,000
Q1 2024

May 08, 2024

SELL
$177.77 - $213.97 $381,849 - $459,607
-2,148 Reduced 57.22%
1,606 $342,000
Q4 2023

Dec 12, 2024

SELL
$151.21 - $179.1 $292,591 - $346,558
-1,935 Reduced 34.15%
3,731 $668,000
Q4 2023

Feb 09, 2024

SELL
$151.21 - $179.1 $289,113 - $342,439
-1,912 Reduced 33.75%
3,754 $672,000
Q3 2023

Dec 12, 2024

SELL
$152.44 - $172.41 $248,172 - $280,683
-1,628 Reduced 22.32%
5,666 $863,000
Q3 2023

Nov 08, 2023

SELL
$152.44 - $172.41 $248,172 - $280,683
-1,628 Reduced 22.32%
5,666 $863,000
Q2 2023

Dec 12, 2024

BUY
$161.28 - $173.42 $721,728 - $776,054
4,475 Added 158.74%
7,294 $1.26 Million
Q2 2023

Aug 09, 2023

BUY
$161.28 - $173.42 $4,677 - $5,029
29 Added 0.4%
7,294 $1.26 Million
Q1 2023

May 04, 2023

BUY
$148.83 - $163.17 $39,886 - $43,729
268 Added 3.83%
7,265 $1.19 Million
Q4 2022

Dec 12, 2024

SELL
$154.73 - $169.85 $129,973 - $142,674
-840 Reduced 10.72%
6,997 $1.1 Million
Q4 2022

Feb 06, 2023

SELL
$154.73 - $169.85 $129,973 - $142,674
-840 Reduced 10.72%
6,997 $1.1 Million
Q3 2022

Dec 12, 2024

BUY
$149.27 - $175.29 $749,036 - $879,605
5,018 Added 178.01%
7,837 $1.26 Million
Q3 2022

Nov 10, 2022

BUY
$149.27 - $175.29 $17,315 - $20,333
116 Added 1.5%
7,837 $1.26 Million
Q2 2022

Aug 04, 2022

SELL
$140.65 - $169.65 $15,190 - $18,322
-108 Reduced 1.38%
7,721 $1.18 Million
Q1 2022

May 11, 2022

SELL
$140.6 - $164.3 $25,167 - $29,409
-179 Reduced 2.24%
7,829 $1.24 Million
Q4 2021

Feb 02, 2022

BUY
$148.83 - $166.9 $124,719 - $139,862
838 Added 11.69%
8,008 $1.34 Million
Q3 2021

Nov 02, 2021

BUY
$141.17 - $155.85 $5,223 - $5,766
37 Added 0.52%
7,170 $1.07 Million
Q2 2021

Aug 09, 2021

BUY
$129.28 - $143.26 $231,023 - $256,005
1,787 Added 33.43%
7,133 $999,000
Q2 2021

Jul 27, 2021

SELL
$129.28 - $143.26 $175,174 - $194,117
-1,355 Reduced 20.22%
5,346 $630,000
Q1 2021

Apr 27, 2021

BUY
$109.92 - $130.34 $148,941 - $176,610
1,355 Added 25.35%
6,701 $864,000
Q4 2020

Feb 01, 2021

BUY
$106.96 - $123.38 $19,252 - $22,208
180 Added 3.48%
5,346 $630,000
Q3 2020

Nov 03, 2020

BUY
$102.08 - $117.07 $4,593 - $5,268
45 Added 0.88%
5,166 $584,000
Q2 2020

Jul 17, 2020

BUY
$88.43 - $113.53 $5.94 Million - $7.62 Million
67,131 Added 1429.54%
71,827 $542,000
Q2 2020

Jul 17, 2020

SELL
$88.43 - $113.53 $5.9 Million - $7.57 Million
-66,706 Reduced 92.87%
5,121 $542,000
Q1 2020

May 05, 2020

BUY
$87.87 - $126.22 $16,343 - $23,476
186 Added 4.12%
4,696 $434,000
Q4 2019

Feb 04, 2020

BUY
$108.31 - $117.44 $123,906 - $134,351
1,144 Added 33.99%
4,510 $513,000
Q3 2019

Oct 30, 2019

BUY
$111.9 - $120.65 $290,716 - $313,448
2,598 Added 338.28%
3,366 $387,000
Q2 2019

Aug 05, 2019

BUY
$100.57 - $116.97 $65,068 - $75,679
647 Added 534.71%
768 $0
Q1 2019

May 06, 2019

BUY
$88.48 - $103.91 $10,706 - $12,573
121 New
121 $0

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
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