Bogart Wealth LLC’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.6K | Sell |
137
-43
| -24% | -$9.56K | ﹤0.01% | 671 |
|
|
2026
Q1 | $41.4K | Buy |
180
+87
| +94% | +$20K | ﹤0.01% | 542 |
|
|
2025
Q4 | $20.4K | Sell |
93
-5
| -5% | -$1.07K | ﹤0.01% | 682 |
|
|
2025
Q3 | $21.6K | Sell |
98
-2
| -2% | -$450 | ﹤0.01% | 643 |
|
|
2025
Q2 | $22.8K | Buy |
100
+24
| +32% | +$5.57K | ﹤0.01% | 600 |
|
|
2025
Q1 | $17.7K | Sell |
76
-192
| -72% | -$42.5K | ﹤0.01% | 617 |
|
|
2024
Q4 | $54.1K | Hold |
268
| – | – | ﹤0.01% | 401 |
|
|
2024
Q3 | $55.7K | Hold |
268
| – | – | ﹤0.01% | 392 |
|
|
2024
Q2 | $57.2K | Sell |
268
-11
| -4% | -$2.29K | ﹤0.01% | 380 |
|
|
2024
Q1 | $59.5K | Buy |
279
+18
| +7% | +$3.54K | ﹤0.01% | 353 |
|
|
2023
Q4 | $46.7K | Hold |
261
| – | – | ﹤0.01% | 385 |
|
|
2023
Q3 | $39.8K | Buy |
261
+21
| +9% | +$3.4K | ﹤0.01% | 380 |
|
|
2023
Q2 | $41.6K | Buy |
240
+10
| +4% | +$1.65K | ﹤0.01% | 361 |
|
|
2023
Q1 | $37.5K | Sell |
230
-10
| -4% | -$1.53K | ﹤0.01% | 367 |
|
|
2022
Q4 | $37.7K | Buy |
240
+10
| +4% | +$1.61K | ﹤0.01% | 338 |
|
|
2022
Q3 | $37K | Sell |
230
-18
| -7% | -$2.97K | ﹤0.01% | 343 |
|
|
2022
Q2 | $38K | Buy |
248
+173
| +231% | +$27.1K | ﹤0.01% | 326 |
|
|
2022
Q1 | $12K | Sell |
75
-27
| -26% | -$4.09K | ﹤0.01% | 475 |
|
|
2021
Q4 | $17K | Hold |
102
| – | – | ﹤0.01% | 398 |
|
|
2021
Q3 | $15K | Buy |
102
+30
| +42% | +$4.49K | ﹤0.01% | 405 |
|
|
2021
Q2 | $10K | Hold |
72
| – | – | ﹤0.01% | 453 |
|
|
2021
Q1 | $9K | Hold |
72
| – | – | ﹤0.01% | 435 |
|
|
2020
Q4 | $8K | Hold |
72
| – | – | ﹤0.01% | 353 |
|
|
2020
Q3 | $8K | Hold |
72
| – | – | ﹤0.01% | 334 |
|
|
2020
Q2 | $8K | Hold |
72
| – | – | ﹤0.01% | 315 |
|
|
2020
Q1 | $7K | Hold |
72
| – | – | ﹤0.01% | 305 |
|
|
2019
Q4 | $8K | Hold |
72
| – | – | ﹤0.01% | 306 |
|
|
2019
Q3 | $8K | Hold |
72
| – | – | ﹤0.01% | 276 |
|
|
2019
Q2 | $8K | Hold |
72
| – | – | ﹤0.01% | 261 |
|
|
2019
Q1 | $7K | Hold |
72
| – | – | ﹤0.01% | 265 |
|
|
2018
Q4 | $6K | Hold |
72
| – | – | ﹤0.01% | 273 |
|
|
2018
Q3 | $7K | Hold |
72
| – | – | ﹤0.01% | 250 |
|
|
2018
Q2 | $5K | Hold |
72
| – | – | ﹤0.01% | 282 |
|
|
2018
Q1 | $6K | Hold |
72
| – | – | ﹤0.01% | 273 |
|
|
2017
Q4 | $6K | Hold |
72
| – | – | ﹤0.01% | 273 |
|
|
2017
Q3 | $6K | Buy |
+72
| New | +$5.47K | ﹤0.01% | 270 |
|
Other funds holding WM
Bogart Wealth LLC's WM Position: Q2 2026 in Review
Bogart Wealth LLC reduced its Waste Management (WM) stake by 24% in Q2 2026, selling an estimated $9.56K and leaving 137 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #671.
Bogart Wealth LLC first reported a position in WM in Q3 2017 and has held it in 36 quarters since. The position peaked at $59.5K in Q1 2024. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- Bogart Wealth LLC held 137 shares of Waste Management worth $30.6K as of Q2 2026.
- Bogart Wealth LLC sold 43 Waste Management shares in Q2 2026, an estimated $9.56K.
- Waste Management made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #671 holding.
- Bogart Wealth LLC first reported a position in Waste Management in Q3 2017 and has held it in 36 quarters since.
- Bogart Wealth LLC's Waste Management position peaked at $59.5K in Q1 2024.
- 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.