Central Valley Advisors’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 | $666K | Hold |
2,912
| – | – | 0.23% | 73 |
|
|
2025
Q1 | $674K | Sell |
2,912
-2,800
| -49% | -$648K | 0.26% | 70 |
|
|
2024
Q4 | $1.15M | Buy |
5,712
+2
| +0% | +$404 | 0.52% | 51 |
|
|
2024
Q3 | $1.19M | Sell |
5,710
-44
| -0.8% | -$9.13K | 0.67% | 42 |
|
|
2024
Q2 | $654K | Sell |
5,754
-22
| -0.4% | -$2.5K | 0.28% | 60 |
|
|
2024
Q1 | $1.23M | Sell |
5,776
-31
| -0.5% | -$6.61K | 0.64% | 45 |
|
|
2023
Q4 | $1.04M | Buy |
+5,807
| New | +$1.04M | 0.61% | 50 |
|