Carolinas Wealth Consulting’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 | – | Sell |
-1,110
| Closed | -$257K | – | 967 |
|
|
2025
Q1 | $257K | Buy |
1,110
+5
| +0.5% | +$1.16K | 0.06% | 160 |
|
|
2024
Q4 | $223K | Buy |
1,105
+11
| +1% | +$2.22K | 0.04% | 174 |
|
|
2024
Q3 | $227K | Buy |
1,094
+12
| +1% | +$2.49K | 0.04% | 172 |
|
|
2024
Q2 | $231K | Buy |
1,082
+251
| +30% | +$53.5K | 0.04% | 166 |
|
|
2024
Q1 | $177K | Sell |
831
-24,813
| -97% | -$5.29M | 0.03% | 186 |
|
|
2023
Q4 | $200K | Buy |
25,644
+90
| +0.4% | +$702 | 0.04% | 160 |
|
|
2023
Q3 | $170K | Hold |
25,554
| – | – | 0.04% | 159 |
|
|
2023
Q2 | $179K | Sell |
25,554
-81
| -0.3% | -$566 | 0.04% | 180 |
|
|
2023
Q1 | $183K | Buy |
25,635
+1
| +0% | +$7 | 0.04% | 179 |
|
|
2022
Q4 | $177K | Hold |
25,634
| – | – | 0.04% | 175 |
|
|
2022
Q3 | $180K | Sell |
25,634
-240
| -0.9% | -$1.69K | 0.05% | 165 |
|
|
2022
Q2 | $209K | Buy |
25,874
+24,667
| +2,044% | +$199K | 0.05% | 156 |
|
|
2022
Q1 | $192K | Buy |
1,207
+107
| +10% | +$17K | 0.04% | 173 |
|
|
2021
Q4 | $184K | Buy |
1,100
+272
| +33% | +$45.5K | 0.04% | 183 |
|
|
2021
Q3 | $124K | Sell |
828
-298
| -26% | -$44.6K | 0.03% | 215 |
|
|
2021
Q2 | $158K | Sell |
1,126
-168
| -13% | -$23.6K | 0.03% | 198 |
|
|
2021
Q1 | $167K | Buy |
1,294
+106
| +9% | +$13.7K | 0.04% | 191 |
|
|
2020
Q4 | $140K | Buy |
1,188
+300
| +34% | +$35.4K | 0.04% | 192 |
|
|
2020
Q3 | $100K | Buy |
888
+770
| +653% | +$86.7K | 0.03% | 198 |
|
|
2020
Q2 | $13K | Buy |
+118
| New | +$13K | 0.01% | 324 |
|