Briaud Financial Planning’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 | $133K | Hold |
585
| – | – | 0.05% | 55 |
|
|
2025
Q1 | $135K | Hold |
585
| – | – | 0.05% | 48 |
|
|
2024
Q4 | $118K | Hold |
585
| – | – | 0.05% | 42 |
|
|
2024
Q3 | $121K | Hold |
585
| – | – | 0.06% | 35 |
|
|
2024
Q2 | $124K | Hold |
585
| – | – | 0.07% | 34 |
|
|
2024
Q1 | $125K | Buy |
+585
| New | +$125K | 0.07% | 33 |
|
|
2023
Q4 | – | Sell |
-585
| Closed | -$89K | – | 168 |
|
|
2023
Q3 | $89K | Buy |
+585
| New | +$89K | 0.07% | 40 |
|