Berger Financial Group’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 | $340K | Sell |
1,484
-48
| -3% | -$11K | 0.02% | 317 |
|
2025
Q1 | $355K | Buy |
1,532
+4
| +0.3% | +$926 | 0.02% | 306 |
|
2024
Q4 | $308K | Sell |
1,528
-34
| -2% | -$6.86K | 0.02% | 315 |
|
2024
Q3 | $324K | Buy |
1,562
+8
| +0.5% | +$1.66K | 0.02% | 291 |
|
2024
Q2 | $332K | Sell |
1,554
-191
| -11% | -$40.7K | 0.03% | 264 |
|
2024
Q1 | $372K | Buy |
1,745
+290
| +20% | +$61.8K | 0.03% | 246 |
|
2023
Q4 | $261K | Buy |
1,455
+1
| +0.1% | +$179 | 0.03% | 257 |
|
2023
Q3 | $222K | Sell |
1,454
-54
| -4% | -$8.23K | 0.03% | 257 |
|
2023
Q2 | $261K | Buy |
1,508
+2
| +0.1% | +$347 | 0.03% | 236 |
|
2023
Q1 | $246K | Buy |
1,506
+1
| +0.1% | +$163 | 0.03% | 236 |
|
2022
Q4 | $236K | Sell |
1,505
-28
| -2% | -$4.39K | 0.03% | 232 |
|
2022
Q3 | $246K | Buy |
1,533
+1
| +0.1% | +$160 | 0.04% | 209 |
|
2022
Q2 | $234K | Sell |
1,532
-80
| -5% | -$12.2K | 0.03% | 211 |
|
2022
Q1 | $255K | Buy |
1,612
+65
| +4% | +$10.3K | 0.03% | 228 |
|
2021
Q4 | $258K | Buy |
+1,547
| New | +$258K | 0.03% | 226 |
|