Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $40.6K | Buy |
201
+11
| +6% | +$2.22K | 0.01% | 224 |
|
|
2024
Q3 | $39.4K | Hold |
190
| – | – | 0.01% | 220 |
|
|
2024
Q2 | $40.5K | Hold |
190
| – | – | 0.02% | 216 |
|
|
2024
Q1 | $40.5K | Hold |
190
| – | – | 0.02% | 229 |
|
|
2023
Q4 | $34K | Hold |
190
| – | – | 0.02% | 232 |
|
|
2023
Q3 | $29K | Hold |
190
| – | – | 0.02% | 241 |
|
|
2023
Q2 | $33K | Buy |
190
+90
| +90% | +$15.6K | 0.02% | 233 |
|
|
2023
Q1 | $16.3K | Hold |
100
| – | – | 0.01% | 286 |
|
|
2022
Q4 | $15.7K | Buy |
+100
| New | +$15.7K | 0.01% | 287 |
|
|
2022
Q1 | – | Sell |
-111
| Closed | -$19K | – | 607 |
|
|
2021
Q4 | $19K | Buy |
+111
| New | +$19K | 0.01% | 274 |
|