Compton Wealth Advisory Group’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 | $457K | Hold |
1,995
| – | – | 0.12% | 69 |
|
|
2025
Q1 | $462K | Sell |
1,995
-147
| -7% | -$34K | 0.13% | 66 |
|
|
2024
Q4 | $432K | Hold |
2,142
| – | – | 0.11% | 82 |
|
|
2024
Q3 | $445K | Hold |
2,142
| – | – | 0.11% | 83 |
|
|
2024
Q2 | $457K | Buy |
2,142
+147
| +7% | +$31.4K | 0.12% | 77 |
|
|
2024
Q1 | $425K | Hold |
1,995
| – | – | 0.12% | 79 |
|
|
2023
Q4 | $357K | Hold |
1,995
| – | – | 0.11% | 72 |
|
|
2023
Q3 | $304K | Hold |
1,995
| – | – | 0.1% | 80 |
|
|
2023
Q2 | $346K | Hold |
1,995
| – | – | 0.12% | 77 |
|
|
2023
Q1 | $326K | Sell |
1,995
-81
| -4% | -$13.2K | 0.11% | 77 |
|
|
2022
Q4 | $326K | Hold |
2,076
| – | – | 0.13% | 82 |
|
|
2022
Q3 | $333K | Sell |
2,076
-629
| -23% | -$101K | 0.14% | 75 |
|
|
2022
Q2 | $414K | Sell |
2,705
-760
| -22% | -$116K | 0.18% | 79 |
|
|
2022
Q1 | $549K | Buy |
+3,465
| New | +$549K | 0.21% | 76 |
|