BWM
BerganKDV Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $106K | Sell |
614
-120
| -16% | -$20.8K | 0.01% | 288 |
|
|
2023
Q1 | $120K | Buy |
734
+68
| +10% | +$11.1K | 0.01% | 294 |
|
|
2022
Q4 | $105K | Buy |
666
+3
| +0.5% | +$471 | 0.01% | 305 |
|
|
2022
Q3 | $106K | Hold |
663
| – | – | 0.01% | 279 |
|
|
2022
Q2 | $101K | Hold |
663
| – | – | 0.01% | 300 |
|
|
2022
Q1 | $105K | Sell |
663
-79
| -11% | -$12.5K | 0.01% | 307 |
|
|
2021
Q4 | $124K | Buy |
742
+80
| +12% | +$13.4K | 0.01% | 310 |
|
|
2021
Q3 | $99K | Buy |
662
+100
| +18% | +$15K | 0.01% | 324 |
|
|
2021
Q2 | $79K | Hold |
562
| – | – | 0.01% | 336 |
|
|
2021
Q1 | $73K | Sell |
562
-203
| -27% | -$26.4K | 0.01% | 330 |
|
|
2020
Q4 | $90K | Hold |
765
| – | – | 0.01% | 286 |
|
|
2020
Q3 | $87K | Sell |
765
-41
| -5% | -$4.66K | 0.01% | 277 |
|
|
2020
Q2 | $85K | Buy |
806
+89
| +12% | +$9.39K | 0.01% | 287 |
|
|
2020
Q1 | $66K | Hold |
717
| – | – | 0.01% | 295 |
|
|
2019
Q4 | $82K | Buy |
717
+14
| +2% | +$1.6K | 0.01% | 294 |
|
|
2019
Q3 | $81K | Sell |
703
-100
| -12% | -$11.5K | 0.02% | 277 |
|
|
2019
Q2 | $93K | Hold |
803
| – | – | 0.02% | 270 |
|
|
2019
Q1 | $83K | Hold |
803
| – | – | 0.02% | 295 |
|
|
2018
Q4 | $71K | Buy |
803
+100
| +14% | +$8.84K | 0.02% | 268 |
|
|
2018
Q3 | $64K | Sell |
703
-11
| -2% | -$1K | 0.01% | 295 |
|
|
2018
Q2 | $58K | Buy |
+714
| New | +$58K | 0.01% | 303 |
|