Avion 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 | $20K | Buy |
91
+26
| +40% | +$5.71K | ﹤0.01% | 315 |
|
|
2025
Q1 | $13K | Hold |
65
| – | – | ﹤0.01% | 350 |
|
|
2024
Q4 | $13K | Buy |
65
+4
| +7% | +$800 | ﹤0.01% | 350 |
|
|
2024
Q3 | $12K | Buy |
61
+3
| +5% | +$590 | ﹤0.01% | 348 |
|
|
2024
Q2 | $12K | Buy |
58
+7
| +14% | +$1.45K | ﹤0.01% | 307 |
|
|
2024
Q1 | $11K | Sell |
51
-328
| -87% | -$70.7K | ﹤0.01% | 303 |
|
|
2023
Q4 | $68K | Sell |
379
-2
| -0.5% | -$359 | 0.02% | 136 |
|
|
2023
Q3 | $57K | Buy |
381
+11
| +3% | +$1.65K | 0.02% | 146 |
|
|
2023
Q2 | $63K | Buy |
370
+12
| +3% | +$2.04K | 0.02% | 147 |
|
|
2023
Q1 | $56K | Buy |
358
+336
| +1,527% | +$52.6K | 0.02% | 142 |
|
|
2022
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 368 |
|
|
2022
Q3 | $4K | Buy |
22
+10
| +83% | +$1.82K | ﹤0.01% | 357 |
|
|
2022
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 411 |
|
|
2022
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 343 |
|
|
2021
Q4 | $2K | Sell |
12
-108
| -90% | -$18K | ﹤0.01% | 342 |
|
|
2021
Q3 | $18K | Hold |
120
| – | – | 0.01% | 188 |
|
|
2021
Q2 | $17K | Hold |
120
| – | – | 0.01% | 183 |
|
|
2021
Q1 | $15K | Hold |
120
| – | – | 0.01% | 187 |
|
|
2020
Q4 | $14K | Hold |
120
| – | – | ﹤0.01% | 203 |
|
|
2020
Q3 | $14K | Hold |
120
| – | – | ﹤0.01% | 165 |
|
|
2020
Q2 | $13K | Hold |
120
| – | – | ﹤0.01% | 154 |
|
|
2020
Q1 | $11K | Buy |
+120
| New | +$11K | ﹤0.01% | 155 |
|