Ameliora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Sell |
14,586
-1,611
| -10% | -$369K | 1.19% | 22 |
|
|
2025
Q1 | $3.75M | Buy |
16,197
+2,180
| +16% | +$505K | 1.41% | 18 |
|
|
2024
Q4 | $2.83M | Buy |
14,017
+78
| +0.6% | +$15.7K | 1.06% | 25 |
|
|
2024
Q3 | $2.89M | Buy |
13,939
+255
| +2% | +$52.9K | 1.21% | 24 |
|
|
2024
Q2 | $2.92M | Buy |
13,684
+12,434
| +995% | +$2.65M | 1.33% | 27 |
|
|
2024
Q1 | $266K | Hold |
1,250
| – | – | 0.12% | 79 |
|
|
2023
Q4 | $224K | Hold |
1,250
| – | – | 0.11% | 72 |
|
|
2023
Q3 | $191K | Hold |
1,250
| – | – | 0.11% | 79 |
|
|
2023
Q2 | $217K | Hold |
1,250
| – | – | 0.13% | 79 |
|
|
2023
Q1 | $204K | Hold |
1,250
| – | – | 0.12% | 89 |
|
|
2022
Q4 | $196K | Buy |
1,250
+318
| +34% | +$49.9K | 0.1% | 69 |
|
|
2022
Q3 | $143K | Buy |
+932
| New | +$143K | 0.08% | 85 |
|