Balboa Wealth Partners’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 | $448K | Buy |
1,957
+726
| +59% | +$166K | 0.09% | 174 |
|
|
2025
Q1 | $285K | Sell |
1,231
-112
| -8% | -$25.9K | 0.07% | 210 |
|
|
2024
Q4 | $271K | Buy |
1,343
+110
| +9% | +$22.2K | 0.06% | 227 |
|
|
2024
Q3 | $256K | Buy |
1,233
+49
| +4% | +$10.2K | 0.06% | 210 |
|
|
2024
Q2 | $253K | Sell |
1,184
-30
| -2% | -$6.4K | 0.07% | 217 |
|
|
2024
Q1 | $259K | Buy |
+1,214
| New | +$259K | 0.08% | 181 |
|