Bridgeworth’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$314K Sell
1,752
-6
-0.3% -$1.08K 0.03% 135
2023
Q3
$268K Hold
1,758
0.03% 139
2023
Q2
$305K Buy
1,758
+21
+1% +$3.64K 0.03% 131
2023
Q1
$283K Hold
1,737
0.04% 133
2022
Q4
$272K Sell
1,737
-100
-5% -$15.7K 0.04% 131
2022
Q3
$294K Buy
1,837
+300
+20% +$48K 0.07% 111
2022
Q2
$235K Buy
1,537
+24
+2% +$3.67K 0.05% 129
2022
Q1
$240K Sell
1,513
-100
-6% -$15.9K 0.06% 133
2021
Q4
$269K Buy
1,613
+225
+16% +$37.5K 0.06% 130
2021
Q3
$207K Buy
+1,388
New +$207K 0.06% 130
2018
Q3
Sell
-814
Closed -$66K 555
2018
Q2
$66K Buy
+814
New +$66K 0.03% 244