Buckingham Strategic Wealth’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.73M | Sell |
8,131
-663
| -8% | -$141K | 0.02% | 254 |
|
|
2024
Q1 | $1.87M | Buy |
8,794
+1,049
| +14% | +$224K | 0.02% | 250 |
|
|
2023
Q4 | $1.39M | Buy |
7,745
+82
| +1% | +$14.7K | 0.02% | 282 |
|
|
2023
Q3 | $1.17M | Sell |
7,663
-160
| -2% | -$24.4K | 0.02% | 276 |
|
|
2023
Q2 | $1.36M | Buy |
7,823
+887
| +13% | +$154K | 0.02% | 259 |
|
|
2023
Q1 | $1.09M | Hold |
6,936
| – | – | 0.02% | 252 |
|
|
2022
Q4 | $1.09M | Sell |
6,936
-346
| -5% | -$54.3K | 0.02% | 253 |
|
|
2022
Q3 | $1.17M | Buy |
7,282
+865
| +13% | +$139K | 0.02% | 238 |
|
|
2022
Q2 | $982K | Buy |
6,417
+1,372
| +27% | +$210K | 0.02% | 262 |
|
|
2022
Q1 | $800K | Buy |
5,045
+6
| +0.1% | +$951 | 0.02% | 283 |
|
|
2021
Q4 | $841K | Sell |
5,039
-195
| -4% | -$32.5K | 0.02% | 280 |
|
|
2021
Q3 | $782K | Buy |
5,234
+664
| +15% | +$99.2K | 0.02% | 280 |
|
|
2021
Q2 | $640K | Sell |
4,570
-877
| -16% | -$123K | 0.02% | 309 |
|
|
2021
Q1 | $703K | Sell |
5,447
-617
| -10% | -$79.6K | 0.03% | 272 |
|
|
2020
Q4 | $715K | Buy |
6,064
+1,863
| +44% | +$220K | 0.04% | 257 |
|
|
2020
Q3 | $475K | Buy |
4,201
+132
| +3% | +$14.9K | 0.04% | 265 |
|
|
2020
Q2 | $431K | Sell |
4,069
-595
| -13% | -$63K | 0.04% | 245 |
|
|
2020
Q1 | $432K | Buy |
4,664
+200
| +4% | +$18.5K | 0.04% | 272 |
|
|
2019
Q4 | $509K | Buy |
4,464
+66
| +2% | +$7.53K | 0.05% | 244 |
|
|
2019
Q3 | $506K | Sell |
4,398
-250
| -5% | -$28.8K | 0.05% | 229 |
|
|
2019
Q2 | $536K | Buy |
4,648
+121
| +3% | +$14K | 0.06% | 236 |
|
|
2019
Q1 | $470K | Buy |
4,527
+324
| +8% | +$33.6K | 0.06% | 235 |
|
|
2018
Q4 | $374K | Buy |
4,203
+506
| +14% | +$45K | 0.06% | 235 |
|
|
2018
Q3 | $334K | Sell |
3,697
-1,871
| -34% | -$169K | 0.05% | 252 |
|
|
2018
Q2 | $453K | Buy |
5,568
+2,279
| +69% | +$185K | 0.07% | 194 |
|
|
2018
Q1 | $277K | Buy |
+3,289
| New | +$277K | 0.05% | 254 |
|