Alaethes 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 | $589K | Hold |
2,574
| – | – | 0.18% | 84 |
|
|
2025
Q1 | $596K | Buy |
2,574
+462
| +22% | +$107K | 0.22% | 86 |
|
|
2024
Q4 | $426K | Sell |
2,112
-14
| -0.7% | -$2.83K | 0.15% | 93 |
|
|
2024
Q3 | $441K | Sell |
2,126
-48
| -2% | -$9.97K | 0.16% | 95 |
|
|
2024
Q2 | $464K | Buy |
2,174
+4
| +0.2% | +$853 | 0.19% | 91 |
|
|
2024
Q1 | $463K | Sell |
2,170
-214
| -9% | -$45.6K | 0.2% | 93 |
|
|
2023
Q4 | $427K | Hold |
2,384
| – | – | 0.2% | 95 |
|
|
2023
Q3 | $363K | Hold |
2,384
| – | – | 0.2% | 94 |
|
|
2023
Q2 | $413K | Sell |
2,384
-300
| -11% | -$52K | 0.23% | 94 |
|
|
2023
Q1 | $438K | Buy |
2,684
+22
| +0.8% | +$3.59K | 0.26% | 93 |
|
|
2022
Q4 | $418K | Sell |
2,662
-400
| -13% | -$62.8K | 0.29% | 85 |
|
|
2022
Q3 | $491K | Hold |
3,062
| – | – | 0.36% | 85 |
|
|
2022
Q2 | $468K | Sell |
3,062
-2,714
| -47% | -$415K | 0.35% | 85 |
|
|
2022
Q1 | $915K | Sell |
5,776
-518
| -8% | -$82.1K | 0.58% | 72 |
|
|
2021
Q4 | $1.05M | Sell |
6,294
-3,144
| -33% | -$525K | 0.66% | 64 |
|
|
2021
Q3 | $1.41M | Buy |
9,438
+144
| +2% | +$21.5K | 1.03% | 26 |
|
|
2021
Q2 | $1.3M | Buy |
9,294
+327
| +4% | +$45.8K | 1% | 28 |
|
|
2021
Q1 | $1.16M | Buy |
+8,967
| New | +$1.16M | 1.07% | 24 |
|