Allen Mooney & Barnes Investment Advisors’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 | $559K | Buy |
2,442
+2
| +0.1% | +$458 | 0.09% | 97 |
|
|
2025
Q1 | $565K | Sell |
2,440
-56
| -2% | -$13K | 0.09% | 94 |
|
|
2024
Q4 | $504K | Sell |
2,496
-1,829
| -42% | -$369K | 0.09% | 101 |
|
|
2024
Q3 | $898K | Sell |
4,325
-386
| -8% | -$80.1K | 0.15% | 77 |
|
|
2024
Q2 | $1.01M | Buy |
4,711
+496
| +12% | +$106K | 0.18% | 69 |
|
|
2024
Q1 | $868K | Sell |
4,215
-277
| -6% | -$57K | 0.17% | 76 |
|
|
2023
Q4 | $804K | Buy |
4,492
+10
| +0.2% | +$1.79K | 0.15% | 77 |
|
|
2023
Q3 | $683K | Buy |
4,482
+10
| +0.2% | +$1.53K | 0.15% | 78 |
|
|
2023
Q2 | $776K | Buy |
4,472
+10
| +0.2% | +$1.73K | 0.17% | 71 |
|
|
2023
Q1 | $728K | Sell |
4,462
-256
| -5% | -$41.8K | 0.17% | 72 |
|
|
2022
Q4 | $740K | Buy |
4,718
+9
| +0.2% | +$1.41K | 0.18% | 73 |
|
|
2022
Q3 | $754K | Sell |
4,709
-241
| -5% | -$38.6K | 0.2% | 69 |
|
|
2022
Q2 | $757K | Buy |
4,950
+12
| +0.2% | +$1.84K | 0.19% | 75 |
|
|
2022
Q1 | $783K | Buy |
+4,938
| New | +$783K | 0.17% | 78 |
|