Beaird Harris 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 | $242K | Sell |
1,056
-299
| -22% | -$68.4K | 0.02% | 123 |
|
|
2025
Q1 | $314K | Hold |
1,355
| – | – | 0.03% | 103 |
|
|
2024
Q4 | $273K | Hold |
1,355
| – | – | 0.02% | 116 |
|
|
2024
Q3 | $281K | Hold |
1,355
| – | – | 0.02% | 120 |
|
|
2024
Q2 | $289K | Hold |
1,355
| – | – | 0.03% | 103 |
|
|
2024
Q1 | $289K | Sell |
1,355
-351
| -21% | -$74.8K | 0.03% | 97 |
|
|
2023
Q4 | $306K | Buy |
1,706
+6
| +0.4% | +$1.08K | 0.03% | 83 |
|
|
2023
Q3 | $259K | Hold |
1,700
| – | – | 0.03% | 83 |
|
|
2023
Q2 | $295K | Hold |
1,700
| – | – | 0.04% | 77 |
|
|
2023
Q1 | $277K | Sell |
1,700
-75
| -4% | -$12.2K | 0.05% | 76 |
|
|
2022
Q4 | $278K | Buy |
1,775
+75
| +4% | +$11.8K | 0.05% | 72 |
|
|
2022
Q3 | $272K | Hold |
1,700
| – | – | 0.06% | 67 |
|
|
2022
Q2 | $260K | Hold |
1,700
| – | – | 0.07% | 60 |
|
|
2022
Q1 | $269K | Sell |
1,700
-300
| -15% | -$47.5K | 0.1% | 73 |
|
|
2021
Q4 | $334K | Buy |
+2,000
| New | +$334K | 0.12% | 82 |
|