Beaumont Financial Advisors’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 | $738K | Sell |
3,226
-105
| -3% | -$24K | 0.05% | 183 |
|
|
2025
Q1 | $771K | Sell |
3,331
-794
| -19% | -$184K | 0.06% | 176 |
|
|
2024
Q4 | $832K | Buy |
4,125
+91
| +2% | +$18.4K | 0.06% | 168 |
|
|
2024
Q3 | $837K | Buy |
4,034
+9
| +0.2% | +$1.87K | 0.07% | 159 |
|
|
2024
Q2 | $859K | Buy |
4,025
+43
| +1% | +$9.17K | 0.07% | 161 |
|
|
2024
Q1 | $849K | Buy |
3,982
+825
| +26% | +$176K | 0.07% | 157 |
|
|
2023
Q4 | $565K | Buy |
3,157
+46
| +1% | +$8.24K | 0.05% | 183 |
|
|
2023
Q3 | $474K | Buy |
3,111
+8
| +0.3% | +$1.22K | 0.05% | 182 |
|
|
2023
Q2 | $538K | Buy |
3,103
+20
| +0.6% | +$3.47K | 0.05% | 181 |
|
|
2023
Q1 | $503K | Buy |
3,083
+60
| +2% | +$9.79K | 0.05% | 172 |
|
|
2022
Q4 | $474K | Sell |
3,023
-91
| -3% | -$14.3K | 0.05% | 179 |
|
|
2022
Q3 | $499K | Hold |
3,114
| – | – | 0.05% | 171 |
|
|
2022
Q2 | $476K | Buy |
3,114
+47
| +2% | +$7.18K | 0.04% | 181 |
|
|
2022
Q1 | $486K | Sell |
3,067
-53
| -2% | -$8.4K | 0.04% | 211 |
|
|
2021
Q4 | $521K | Buy |
3,120
+50
| +2% | +$8.35K | 0.04% | 206 |
|
|
2021
Q3 | $459K | Hold |
3,070
| – | – | 0.04% | 215 |
|
|
2021
Q2 | $430K | Buy |
+3,070
| New | +$430K | 0.03% | 231 |
|
|
2014
Q1 | – | Sell |
-15,057
| Closed | -$676K | – | 155 |
|
|
2013
Q4 | $676K | Sell |
15,057
-5,815
| -28% | -$261K | 0.06% | 100 |
|
|
2013
Q3 | $861K | Sell |
20,872
-375
| -2% | -$15.5K | 0.08% | 94 |
|
|
2013
Q2 | $857K | Buy |
+21,247
| New | +$857K | 0.08% | 95 |
|