Bogart Wealth LLC’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 | $22.8K | Buy |
100
+24
| +32% | +$5.47K | ﹤0.01% | 597 |
|
|
2025
Q1 | $17.7K | Sell |
76
-192
| -72% | -$44.7K | ﹤0.01% | 612 |
|
|
2024
Q4 | $54.1K | Hold |
268
| – | – | ﹤0.01% | 398 |
|
|
2024
Q3 | $55.7K | Hold |
268
| – | – | ﹤0.01% | 392 |
|
|
2024
Q2 | $57.2K | Sell |
268
-11
| -4% | -$2.35K | ﹤0.01% | 380 |
|
|
2024
Q1 | $59.5K | Buy |
279
+18
| +7% | +$3.84K | ﹤0.01% | 353 |
|
|
2023
Q4 | $46.7K | Hold |
261
| – | – | ﹤0.01% | 385 |
|
|
2023
Q3 | $39.8K | Buy |
261
+21
| +9% | +$3.2K | ﹤0.01% | 380 |
|
|
2023
Q2 | $41.6K | Buy |
240
+10
| +4% | +$1.73K | ﹤0.01% | 361 |
|
|
2023
Q1 | $37.5K | Sell |
230
-10
| -4% | -$1.63K | ﹤0.01% | 367 |
|
|
2022
Q4 | $37.7K | Buy |
240
+10
| +4% | +$1.57K | ﹤0.01% | 338 |
|
|
2022
Q3 | $37K | Sell |
230
-18
| -7% | -$2.9K | ﹤0.01% | 342 |
|
|
2022
Q2 | $38K | Buy |
248
+173
| +231% | +$26.5K | ﹤0.01% | 326 |
|
|
2022
Q1 | $12K | Sell |
75
-27
| -26% | -$4.32K | ﹤0.01% | 472 |
|
|
2021
Q4 | $17K | Hold |
102
| – | – | ﹤0.01% | 398 |
|
|
2021
Q3 | $15K | Buy |
102
+30
| +42% | +$4.41K | ﹤0.01% | 405 |
|
|
2021
Q2 | $10K | Hold |
72
| – | – | ﹤0.01% | 452 |
|
|
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% | 305 |
|
|
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 | +$6K | ﹤0.01% | 270 |
|