Bragg Financial Advisors’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 | $378K | Buy |
1,651
+5
| +0.3% | +$1.14K | 0.01% | 294 |
|
|
2025
Q1 | $381K | Hold |
1,646
| – | – | 0.02% | 279 |
|
|
2024
Q4 | $332K | Sell |
1,646
-95
| -5% | -$19.2K | 0.01% | 289 |
|
|
2024
Q3 | $361K | Buy |
1,741
+44
| +3% | +$9.13K | 0.01% | 273 |
|
|
2024
Q2 | $362K | Buy |
1,697
+223
| +15% | +$47.6K | 0.02% | 265 |
|
|
2024
Q1 | $314K | Sell |
1,474
-175
| -11% | -$37.3K | 0.01% | 279 |
|
|
2023
Q4 | $295K | Sell |
1,649
-345
| -17% | -$61.8K | 0.01% | 276 |
|
|
2023
Q3 | $304K | Sell |
1,994
-650
| -25% | -$99.1K | 0.02% | 276 |
|
|
2023
Q2 | $459K | Buy |
2,644
+1,000
| +61% | +$173K | 0.03% | 249 |
|
|
2023
Q1 | $268K | Sell |
1,644
-70
| -4% | -$11.4K | 0.02% | 286 |
|
|
2022
Q4 | $269K | Sell |
1,714
-6
| -0.3% | -$941 | 0.02% | 282 |
|
|
2022
Q3 | $276K | Hold |
1,720
| – | – | 0.02% | 264 |
|
|
2022
Q2 | $263K | Sell |
1,720
-43
| -2% | -$6.58K | 0.02% | 276 |
|
|
2022
Q1 | $279K | Buy |
1,763
+223
| +14% | +$35.3K | 0.02% | 286 |
|
|
2021
Q4 | $230K | Hold |
1,540
| – | – | 0.01% | 285 |
|
|
2021
Q3 | $230K | Hold |
1,540
| – | – | 0.01% | 285 |
|
|
2021
Q2 | $216K | Buy |
+1,540
| New | +$216K | 0.01% | 294 |
|
|
2014
Q3 | – | Sell |
-10,370
| Closed | -$464K | – | 230 |
|
|
2014
Q2 | $464K | Hold |
10,370
| – | – | 0.11% | 184 |
|
|
2014
Q1 | $436K | Hold |
10,370
| – | – | 0.11% | 185 |
|
|
2013
Q4 | $465K | Hold |
10,370
| – | – | 0.11% | 185 |
|
|
2013
Q3 | $428K | Hold |
10,370
| – | – | 0.11% | 188 |
|
|
2013
Q2 | $418K | Buy |
+10,370
| New | +$418K | 0.11% | 183 |
|