Circle 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 | $270K | Buy |
1,178
+212
| +22% | +$48.5K | 0.01% | 197 |
|
|
2025
Q1 | $224K | Buy |
+966
| New | +$224K | 0.01% | 210 |
|
|
2024
Q4 | – | Sell |
-966
| Closed | -$201K | – | 226 |
|
|
2024
Q3 | $201K | Hold |
966
| – | – | ﹤0.01% | 210 |
|
|
2024
Q2 | $206K | Sell |
966
-598
| -38% | -$128K | ﹤0.01% | 209 |
|
|
2024
Q1 | $333K | Buy |
1,564
+126
| +9% | +$26.9K | 0.01% | 168 |
|
|
2023
Q4 | $258K | Sell |
1,438
-44
| -3% | -$7.88K | 0.01% | 173 |
|
|
2023
Q3 | $226K | Buy |
+1,482
| New | +$226K | 0.01% | 189 |
|
|
2021
Q1 | – | Sell |
-1,777
| Closed | -$210K | – | 221 |
|
|
2020
Q4 | $210K | Buy |
+1,777
| New | +$210K | 0.03% | 215 |
|