9258 Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $678K | Buy |
3,267
+195
| +6% | +$40.5K | 0.1% | 164 |
|
|
2024
Q2 | $655K | Sell |
3,072
-10
| -0.3% | -$2.13K | 0.1% | 162 |
|
|
2024
Q1 | $657K | Buy |
3,082
+3
| +0.1% | +$639 | 0.1% | 164 |
|
|
2023
Q4 | $551K | Sell |
3,079
-64
| -2% | -$11.5K | 0.1% | 169 |
|
|
2023
Q3 | $479K | Sell |
3,143
-10
| -0.3% | -$1.52K | 0.09% | 181 |
|
|
2023
Q2 | $547K | Sell |
3,153
-87
| -3% | -$15.1K | 0.1% | 170 |
|
|
2023
Q1 | $529K | Sell |
3,240
-13
| -0.4% | -$2.12K | 0.11% | 170 |
|
|
2022
Q4 | $510K | Buy |
3,253
+80
| +3% | +$12.6K | 0.11% | 169 |
|
|
2022
Q3 | $508K | Sell |
3,173
-15
| -0.5% | -$2.4K | 0.13% | 166 |
|
|
2022
Q2 | $488K | Buy |
3,188
+99
| +3% | +$15.2K | 0.13% | 176 |
|
|
2022
Q1 | $490K | Sell |
3,089
-504
| -14% | -$79.9K | 0.11% | 192 |
|
|
2021
Q4 | $600K | Buy |
3,593
+151
| +4% | +$25.2K | 0.14% | 163 |
|
|
2021
Q3 | $514K | Hold |
3,442
| – | – | 0.14% | 163 |
|
|
2021
Q2 | $482K | Buy |
3,442
+23
| +0.7% | +$3.22K | 0.13% | 174 |
|
|
2021
Q1 | $441K | Buy |
3,419
+457
| +15% | +$58.9K | 0.13% | 169 |
|
|
2020
Q4 | $349K | Buy |
2,962
+266
| +10% | +$31.3K | 0.11% | 200 |
|
|
2020
Q3 | $291K | Buy |
2,696
+57
| +2% | +$6.15K | 0.11% | 203 |
|
|
2020
Q2 | $279K | Sell |
2,639
-40
| -1% | -$4.23K | 0.11% | 215 |
|
|
2020
Q1 | $271K | Buy |
2,679
+503
| +23% | +$50.9K | 0.12% | 201 |
|
|
2019
Q4 | $248K | Buy |
+2,176
| New | +$248K | 0.09% | 241 |
|