Aries 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 | $2.84M | Buy |
12,400
+216
| +2% | +$49.4K | 0.74% | 35 |
|
|
2025
Q1 | $2.82M | Buy |
12,184
+387
| +3% | +$89.6K | 0.77% | 34 |
|
|
2024
Q4 | $2.38M | Buy |
11,797
+326
| +3% | +$65.8K | 0.66% | 38 |
|
|
2024
Q3 | $2.38M | Buy |
11,471
+2,691
| +31% | +$559K | 0.65% | 42 |
|
|
2024
Q2 | $1.87M | Buy |
8,780
+50
| +0.6% | +$10.7K | 0.59% | 44 |
|
|
2024
Q1 | $1.86M | Buy |
8,730
+268
| +3% | +$57.1K | 0.6% | 45 |
|
|
2023
Q4 | $1.52M | Sell |
8,462
-53
| -0.6% | -$9.49K | 0.54% | 52 |
|
|
2023
Q3 | $1.36M | Buy |
8,515
+425
| +5% | +$67.9K | 0.53% | 55 |
|
|
2023
Q2 | $1.4M | Buy |
8,090
+27
| +0.3% | +$4.68K | 0.54% | 53 |
|
|
2023
Q1 | $1.32M | Buy |
8,063
+430
| +6% | +$70.2K | 0.54% | 55 |
|
|
2022
Q4 | $1.2M | Buy |
7,633
+151
| +2% | +$23.7K | 0.52% | 60 |
|
|
2022
Q3 | $1.19M | Buy |
7,482
+529
| +8% | +$83.8K | 0.52% | 54 |
|
|
2022
Q2 | $1.06M | Buy |
+6,953
| New | +$1.06M | 0.48% | 55 |
|
|
2022
Q1 | – | Sell |
-6,845
| Closed | -$1.14M | – | 230 |
|
|
2021
Q4 | $1.14M | Buy |
6,845
+331
| +5% | +$55.2K | 0.44% | 60 |
|
|
2021
Q3 | $973K | Buy |
6,514
+150
| +2% | +$22.4K | 0.41% | 65 |
|
|
2021
Q2 | $892K | Buy |
6,364
+342
| +6% | +$47.9K | 0.38% | 70 |
|
|
2021
Q1 | $806K | Buy |
6,022
+787
| +15% | +$105K | 0.36% | 70 |
|
|
2020
Q4 | $621K | Hold |
5,235
| – | – | 0.31% | 74 |
|
|
2020
Q3 | $592K | Sell |
5,235
-465
| -8% | -$52.6K | 0.34% | 74 |
|
|
2020
Q2 | $604K | Hold |
5,700
| – | – | 0.37% | 68 |
|
|
2020
Q1 | $519K | Hold |
5,700
| – | – | 0.4% | 66 |
|
|
2019
Q4 | $661K | Hold |
5,700
| – | – | 0.4% | 66 |
|
|
2019
Q3 | $663K | Hold |
5,700
| – | – | 0.44% | 65 |
|
|
2019
Q2 | $664K | Hold |
5,700
| – | – | 0.46% | 60 |
|
|
2019
Q1 | $592K | Hold |
5,700
| – | – | 0.44% | 63 |
|
|
2018
Q4 | $507K | Hold |
5,700
| – | – | 0.54% | 60 |
|
|
2018
Q3 | $515K | Hold |
5,700
| – | – | 0.46% | 60 |
|
|
2018
Q2 | $513K | Hold |
5,700
| – | – | 0.47% | 63 |
|
|
2018
Q1 | $480K | Hold |
5,700
| – | – | 0.47% | 65 |
|
|
2017
Q4 | $502K | Buy |
+5,700
| New | +$502K | 0.46% | 67 |
|