AWM
Accurate Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Sell |
13,521
-60
| -0.4% | -$13.5K | 0.47% | 45 |
|
|
2025
Q1 | $3.12M | Sell |
13,581
-675
| -5% | -$155K | 0.59% | 39 |
|
|
2024
Q4 | $2.95M | Sell |
14,256
-233
| -2% | -$48.3K | 0.57% | 42 |
|
|
2024
Q3 | $3.1M | Sell |
14,489
-611
| -4% | -$131K | 0.62% | 40 |
|
|
2024
Q2 | $3.26M | Buy |
15,100
+307
| +2% | +$66.3K | 0.78% | 30 |
|
|
2024
Q1 | $3.06M | Sell |
14,793
-53
| -0.4% | -$11K | 0.89% | 29 |
|
|
2023
Q4 | $2.66M | Sell |
14,846
-614
| -4% | -$110K | 0.83% | 29 |
|
|
2023
Q3 | $2.47M | Buy |
+15,460
| New | +$2.47M | 0.78% | 35 |
|
|
2023
Q1 | – | Sell |
-1,129
| Closed | -$175K | – | 1466 |
|
|
2022
Q4 | $175K | Sell |
1,129
-162
| -13% | -$25.1K | 0.06% | 227 |
|
|
2022
Q3 | $203K | Sell |
1,291
-10,723
| -89% | -$1.69M | 0.08% | 179 |
|
|
2022
Q2 | $1.84M | Buy |
12,014
+1,041
| +9% | +$160K | 1% | 15 |
|
|
2022
Q1 | $1.74M | Buy |
10,973
+7,335
| +202% | +$1.16M | 0.78% | 23 |
|
|
2021
Q4 | $585K | Buy |
3,638
+57
| +2% | +$9.17K | 0.48% | 57 |
|
|
2021
Q3 | $557K | Buy |
3,581
+458
| +15% | +$71.2K | 0.48% | 56 |
|
|
2021
Q2 | $438K | Buy |
+3,123
| New | +$438K | 0.39% | 67 |
|