Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.27M | Buy |
8,292
+2,987
| +56% | +$457K | 0.09% | 134 |
|
|
2022
Q1 | $841K | Buy |
5,305
+2,508
| +90% | +$398K | 0.05% | 180 |
|
|
2021
Q4 | $467K | Buy |
2,797
+60
| +2% | +$10K | 0.03% | 265 |
|
|
2021
Q3 | $409K | Hold |
2,737
| – | – | 0.03% | 261 |
|
|
2021
Q2 | $383K | Sell |
2,737
-116
| -4% | -$16.2K | 0.03% | 274 |
|
|
2021
Q1 | $368K | Sell |
2,853
-165
| -5% | -$21.3K | 0.03% | 272 |
|
|
2020
Q4 | $356K | Buy |
3,018
+143
| +5% | +$16.9K | 0.03% | 258 |
|
|
2020
Q3 | $325K | Buy |
2,875
+118
| +4% | +$13.3K | 0.03% | 252 |
|
|
2020
Q2 | $292K | Buy |
2,757
+170
| +7% | +$18K | 0.03% | 273 |
|
|
2020
Q1 | $239K | Buy |
2,587
+514
| +25% | +$47.5K | 0.03% | 261 |
|
|
2019
Q4 | $236K | Sell |
2,073
-10
| -0.5% | -$1.14K | 0.03% | 246 |
|
|
2019
Q3 | $240K | Buy |
2,083
+131
| +7% | +$15.1K | 0.03% | 242 |
|
|
2019
Q2 | $225K | Sell |
1,952
-107
| -5% | -$12.3K | 0.03% | 247 |
|
|
2019
Q1 | $214K | Buy |
+2,059
| New | +$214K | 0.03% | 254 |
|