Cassaday & Co Wealth Management’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 | $538K | Buy |
2,353
+59
| +3% | +$13.5K | 0.01% | 200 |
|
|
2025
Q1 | $531K | Buy |
2,294
+12
| +0.5% | +$2.78K | 0.01% | 192 |
|
|
2024
Q4 | $460K | Sell |
2,282
-23
| -1% | -$4.64K | 0.01% | 201 |
|
|
2024
Q3 | $479K | Sell |
2,305
-10
| -0.4% | -$2.08K | 0.01% | 187 |
|
|
2024
Q2 | $494K | Sell |
2,315
-517
| -18% | -$110K | 0.02% | 173 |
|
|
2024
Q1 | $604K | Buy |
2,832
+383
| +16% | +$81.6K | 0.02% | 156 |
|
|
2023
Q4 | $439K | Buy |
2,449
+1
| +0% | +$179 | 0.02% | 170 |
|
|
2023
Q3 | $373K | Buy |
2,448
+15
| +0.6% | +$2.29K | 0.02% | 171 |
|
|
2023
Q2 | $422K | Sell |
2,433
-106
| -4% | -$18.4K | 0.02% | 167 |
|
|
2023
Q1 | $414K | Sell |
2,539
-109
| -4% | -$17.8K | 0.02% | 170 |
|
|
2022
Q4 | $415K | Buy |
+2,648
| New | +$415K | 0.02% | 163 |
|