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