Catalyst Financial Partners’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 | $546K | Sell |
2,388
-142
| -6% | -$32.5K | 0.06% | 152 |
|
|
2025
Q1 | $586K | Buy |
2,530
+491
| +24% | +$114K | 0.11% | 130 |
|
|
2024
Q4 | $411K | Buy |
2,039
+48
| +2% | +$9.69K | 0.08% | 161 |
|
|
2024
Q3 | $413K | Sell |
1,991
-86
| -4% | -$17.9K | 0.08% | 154 |
|
|
2024
Q2 | $443K | Sell |
2,077
-6
| -0.3% | -$1.28K | 0.1% | 141 |
|
|
2024
Q1 | $429K | Buy |
2,083
+294
| +16% | +$60.6K | 0.11% | 128 |
|
|
2023
Q4 | $320K | Buy |
1,789
+209
| +13% | +$37.4K | 0.09% | 155 |
|
|
2023
Q3 | $241K | Buy |
1,580
+10
| +0.6% | +$1.52K | 0.08% | 174 |
|
|
2023
Q2 | $272K | Buy |
1,570
+207
| +15% | +$35.9K | 0.1% | 154 |
|
|
2023
Q1 | $222K | Sell |
1,363
-8
| -0.6% | -$1.31K | 0.1% | 163 |
|
|
2022
Q4 | $215K | Buy |
+1,371
| New | +$215K | 0.11% | 152 |
|