1776 Wealth’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 | $266K | Hold |
1,163
| – | – | 0.11% | 128 |
|
|
2025
Q1 | $269K | Sell |
1,163
-199
| -15% | -$46.1K | 0.12% | 122 |
|
|
2024
Q4 | $275K | Hold |
1,362
| – | – | 0.13% | 120 |
|
|
2024
Q3 | $283K | Buy |
1,362
+1
| +0.1% | +$208 | 0.13% | 123 |
|
|
2024
Q2 | $290K | Buy |
1,361
+1
| +0.1% | +$213 | 0.13% | 116 |
|
|
2024
Q1 | $290K | Buy |
1,360
+1
| +0.1% | +$213 | 0.14% | 107 |
|
|
2023
Q4 | $244K | Hold |
1,359
| – | – | 0.12% | 116 |
|
|
2023
Q3 | $207K | Hold |
1,359
| – | – | 0.11% | 120 |
|
|
2023
Q2 | $236K | Buy |
1,359
+1
| +0.1% | +$173 | 0.12% | 116 |
|
|
2023
Q1 | $222K | Buy |
1,358
+1
| +0.1% | +$163 | 0.13% | 108 |
|
|
2022
Q4 | $213K | Buy |
1,357
+1
| +0.1% | +$157 | 0.15% | 111 |
|
|
2022
Q3 | $217K | Buy |
1,356
+1
| +0.1% | +$160 | 0.16% | 101 |
|
|
2022
Q2 | $207K | Hold |
1,355
| – | – | 0.15% | 114 |
|
|
2022
Q1 | $215K | Hold |
1,355
| – | – | 0.12% | 121 |
|
|
2021
Q4 | $226K | Buy |
+1,355
| New | +$226K | 0.12% | 116 |
|
|
2020
Q3 | – | Sell |
-900
| Closed | -$95K | – | 307 |
|
|
2020
Q2 | $95K | Buy |
900
+200
| +29% | +$21.1K | 0.07% | 149 |
|
|
2020
Q1 | $71K | Buy |
700
+350
| +100% | +$35.5K | 0.03% | 197 |
|
|
2019
Q4 | $39K | Buy |
+350
| New | +$39K | 0.03% | 199 |
|