Comprehensive Financial Consultants Institutional’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
$1.64M Sell
7,186
-305
-4% -$69.8K 0.54% 67
2025
Q1
$1.73M Sell
7,491
-185
-2% -$42.8K 0.62% 60
2024
Q4
$1.55M Sell
7,676
-252
-3% -$50.9K 0.56% 68
2024
Q3
$1.65M Sell
7,928
-114
-1% -$23.7K 0.6% 61
2024
Q2
$1.72M Buy
8,042
+183
+2% +$39K 0.67% 57
2024
Q1
$1.68M Sell
7,859
-83
-1% -$17.7K 0.7% 55
2023
Q4
$1.42M Buy
7,942
+98
+1% +$17.6K 0.66% 64
2023
Q3
$1.2M Sell
7,844
-56
-0.7% -$8.54K 0.63% 64
2023
Q2
$1.33M Buy
7,900
+29
+0.4% +$4.87K 0.7% 57
2023
Q1
$1.28M Buy
7,871
+294
+4% +$48K 0.73% 48
2022
Q4
$1.16M Buy
7,577
+53
+0.7% +$8.09K 0.7% 50
2022
Q3
$1.19M Buy
7,524
+246
+3% +$38.8K 0.78% 44
2022
Q2
$1.1M Sell
7,278
-23
-0.3% -$3.47K 0.78% 41
2022
Q1
$1.18M Sell
7,301
-116
-2% -$18.8K 0.82% 37
2021
Q4
$1.08M Buy
+7,417
New +$1.08M 0.69% 43