Blackston Financial Advisory 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 | $266K | Sell |
1,162
-160
| -12% | -$36.6K | 0.12% | 131 |
|
|
2025
Q1 | $306K | Sell |
1,322
-93
| -7% | -$21.5K | 0.16% | 107 |
|
|
2024
Q4 | $285K | Sell |
1,415
-38
| -3% | -$7.67K | 0.14% | 105 |
|
|
2024
Q3 | $301K | Buy |
1,453
+185
| +15% | +$38.4K | 0.16% | 94 |
|
|
2024
Q2 | $270K | Buy |
+1,268
| New | +$270K | 0.15% | 58 |
|
|
2024
Q1 | – | Sell |
-1,426
| Closed | -$255K | – | 98 |
|
|
2023
Q4 | $255K | Sell |
1,426
-69
| -5% | -$12.4K | 0.16% | 82 |
|
|
2023
Q3 | $228K | Buy |
1,495
+98
| +7% | +$14.9K | 0.16% | 82 |
|
|
2023
Q2 | $242K | Sell |
1,397
-55
| -4% | -$9.53K | 0.17% | 79 |
|
|
2023
Q1 | $237K | Buy |
1,452
+94
| +7% | +$15.3K | 0.18% | 84 |
|
|
2022
Q4 | $213K | Buy |
1,358
+71
| +6% | +$11.1K | 0.15% | 84 |
|
|
2022
Q3 | $204K | Sell |
1,287
-56
| -4% | -$8.88K | 0.14% | 84 |
|
|
2022
Q2 | $206K | Sell |
1,343
-94
| -7% | -$14.4K | 0.13% | 89 |
|
|
2022
Q1 | $215K | Buy |
1,437
+28
| +2% | +$4.19K | 0.14% | 76 |
|
|
2021
Q4 | $235K | Buy |
+1,409
| New | +$235K | 0.14% | 74 |
|