Clearview Wealth 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 | $528K | Buy |
2,306
+2
| +0.1% | +$458 | 0.37% | 51 |
|
|
2025
Q1 | $533K | Sell |
2,304
-93
| -4% | -$21.5K | 0.4% | 53 |
|
|
2024
Q4 | $484K | Sell |
2,397
-24
| -1% | -$4.84K | 0.37% | 53 |
|
|
2024
Q3 | $503K | Sell |
2,421
-67
| -3% | -$13.9K | 0.39% | 51 |
|
|
2024
Q2 | $531K | Sell |
2,488
-164
| -6% | -$35K | 0.46% | 46 |
|
|
2024
Q1 | $565K | Sell |
2,652
-55
| -2% | -$11.7K | 0.58% | 39 |
|
|
2023
Q4 | $485K | Sell |
2,707
-50
| -2% | -$8.96K | 0.57% | 56 |
|
|
2023
Q3 | $420K | Sell |
2,757
-68
| -2% | -$10.4K | 0.52% | 66 |
|
|
2023
Q2 | $490K | Sell |
2,825
-39
| -1% | -$6.76K | 0.5% | 60 |
|
|
2023
Q1 | $467K | Sell |
2,864
-1,218
| -30% | -$199K | 0.47% | 64 |
|
|
2022
Q4 | $640K | Sell |
4,082
-12
| -0.3% | -$1.88K | 0.49% | 50 |
|
|
2022
Q3 | $656K | Buy |
4,094
+138
| +3% | +$22.1K | 0.52% | 33 |
|
|
2022
Q2 | $605K | Buy |
3,956
+157
| +4% | +$24K | 0.45% | 43 |
|
|
2022
Q1 | $602K | Buy |
3,799
+331
| +10% | +$52.5K | 0.4% | 46 |
|
|
2021
Q4 | $579K | Buy |
3,468
+206
| +6% | +$34.4K | 0.35% | 64 |
|
|
2021
Q3 | $487K | Buy |
3,262
+93
| +3% | +$13.9K | 0.31% | 69 |
|
|
2021
Q2 | $444K | Buy |
3,169
+2
| +0.1% | +$280 | 0.27% | 74 |
|
|
2021
Q1 | $409K | Sell |
3,167
-19
| -0.6% | -$2.45K | 0.27% | 77 |
|
|
2020
Q4 | $376K | Buy |
+3,186
| New | +$376K | 0.25% | 75 |
|