Accretive Wealth Partners’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 | $2.38M | Buy |
10,394
+106
| +1% | +$24.3K | 0.78% | 40 |
|
|
2025
Q1 | $2.41M | Buy |
10,288
+818
| +9% | +$191K | 0.85% | 38 |
|
|
2024
Q4 | $1.91M | Sell |
9,470
-83
| -0.9% | -$16.7K | 0.81% | 38 |
|
|
2024
Q3 | $1.98M | Sell |
9,553
-168
| -2% | -$34.9K | 0.83% | 38 |
|
|
2024
Q2 | $2.07M | Buy |
9,721
+5
| +0.1% | +$1.07K | 0.87% | 34 |
|
|
2024
Q1 | $2.02M | Sell |
9,716
-86
| -0.9% | -$17.9K | 0.89% | 32 |
|
|
2023
Q4 | $1.76M | Sell |
9,802
-62
| -0.6% | -$11.1K | 0.84% | 37 |
|
|
2023
Q3 | $1.5M | Buy |
9,864
+23
| +0.2% | +$3.51K | 0.9% | 30 |
|
|
2023
Q2 | $1.71M | Buy |
9,841
+152
| +2% | +$26.4K | 1.01% | 26 |
|
|
2023
Q1 | $1.58M | Buy |
9,689
+171
| +2% | +$27.9K | 1.01% | 26 |
|
|
2022
Q4 | $1.49M | Buy |
9,518
+102
| +1% | +$16K | 1.03% | 29 |
|
|
2022
Q3 | $1.51M | Sell |
9,416
-61
| -0.6% | -$9.78K | 1.15% | 24 |
|
|
2022
Q2 | $1.45M | Buy |
9,477
+95
| +1% | +$14.5K | 1.05% | 29 |
|
|
2022
Q1 | $1.49M | Buy |
9,382
+244
| +3% | +$38.7K | 0.93% | 31 |
|
|
2021
Q4 | $1.53M | Buy |
9,138
+168
| +2% | +$28K | 0.97% | 30 |
|
|
2021
Q3 | $1.34M | Buy |
8,970
+239
| +3% | +$35.7K | 0.95% | 30 |
|
|
2021
Q2 | $1.22M | Buy |
8,731
+958
| +12% | +$134K | 0.88% | 36 |
|
|
2021
Q1 | $1M | Buy |
7,773
+756
| +11% | +$97.6K | 0.9% | 39 |
|
|
2020
Q4 | $828K | Buy |
+7,017
| New | +$828K | 0.82% | 46 |
|