Compass 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 | $3.44M | Sell |
15,026
-5
| -0% | -$1.14K | 0.82% | 49 |
|
|
2025
Q1 | $3.48M | Sell |
15,031
-25
| -0.2% | -$5.79K | 0.89% | 42 |
|
|
2024
Q4 | $3.04M | Sell |
15,056
-175
| -1% | -$35.3K | 0.73% | 53 |
|
|
2024
Q3 | $3.16M | Sell |
15,231
-75
| -0.5% | -$15.6K | 0.74% | 53 |
|
|
2024
Q2 | $3.27M | Sell |
15,306
-150
| -1% | -$32K | 0.81% | 46 |
|
|
2024
Q1 | $3.29M | Hold |
15,456
| – | – | 0.82% | 46 |
|
|
2023
Q4 | $2.77M | Sell |
15,456
-1
| -0% | -$179 | 0.77% | 50 |
|
|
2023
Q3 | $2.36M | Hold |
15,457
| – | – | 0.74% | 46 |
|
|
2023
Q2 | $2.68M | Sell |
15,457
-25
| -0.2% | -$4.34K | 0.81% | 42 |
|
|
2023
Q1 | $2.53M | Sell |
15,482
-165
| -1% | -$26.9K | 0.8% | 43 |
|
|
2022
Q4 | $2.45M | Buy |
+15,647
| New | +$2.45M | 0.8% | 43 |
|