Bay Harbor 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 | $3.43K | Buy |
15
+7
| +88% | +$1.6K | ﹤0.01% | 212 |
|
|
2025
Q1 | $1.85K | Buy |
+8
| New | +$1.85K | ﹤0.01% | 199 |
|
|
2020
Q3 | – | Sell |
-465
| Closed | -$49K | – | 417 |
|
|
2020
Q2 | $49K | Buy |
465
+99
| +27% | +$10.4K | 0.03% | 150 |
|
|
2020
Q1 | $34K | Sell |
366
-76
| -17% | -$7.06K | 0.02% | 160 |
|
|
2019
Q4 | $50K | Sell |
442
-27
| -6% | -$3.05K | 0.03% | 153 |
|
|
2019
Q3 | $54K | Sell |
469
-32
| -6% | -$3.68K | 0.03% | 144 |
|
|
2019
Q2 | $58K | Buy |
501
+19
| +4% | +$2.2K | 0.04% | 144 |
|
|
2019
Q1 | $50K | Hold |
482
| – | – | 0.03% | 158 |
|
|
2018
Q4 | $43K | Buy |
+482
| New | +$43K | 0.03% | 164 |
|