Centric 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 | $2.49M | Buy |
10,585
+1,366
| +15% | +$321K | 0.59% | 59 |
|
|
2025
Q1 | $2.13M | Buy |
9,219
+2,414
| +35% | +$559K | 0.56% | 64 |
|
|
2024
Q4 | $1.37M | Buy |
+6,805
| New | +$1.37M | 0.37% | 78 |
|
|
2024
Q1 | – | Sell |
-1,782
| Closed | -$335K | – | 176 |
|
|
2023
Q4 | $335K | Hold |
1,782
| – | – | 0.11% | 111 |
|
|
2023
Q3 | $272K | Hold |
1,782
| – | – | 0.11% | 94 |
|
|
2023
Q2 | $305K | Buy |
+1,782
| New | +$305K | 0.12% | 88 |
|