Concord Wealth Partners’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 | $160K | Hold |
698
| – | – | 0.02% | 221 |
|
|
2025
Q1 | $162K | Buy |
698
+207
| +42% | +$47.9K | 0.03% | 202 |
|
|
2024
Q4 | $99K | Buy |
491
+44
| +10% | +$8.87K | 0.02% | 252 |
|
|
2024
Q3 | $92.7K | Hold |
447
| – | – | 0.02% | 266 |
|
|
2024
Q2 | $95.3K | Hold |
447
| – | – | 0.02% | 248 |
|
|
2024
Q1 | $95.2K | Hold |
447
| – | – | 0.02% | 276 |
|
|
2023
Q4 | $80K | Sell |
447
-164
| -27% | -$29.4K | 0.02% | 301 |
|
|
2023
Q3 | $93.1K | Sell |
611
-5
| -0.8% | -$762 | 0.02% | 293 |
|
|
2023
Q2 | $107K | Buy |
616
+7
| +1% | +$1.21K | 0.02% | 270 |
|
|
2023
Q1 | $99.3K | Sell |
609
-25
| -4% | -$4.08K | 0.03% | 251 |
|
|
2022
Q4 | $99.4K | Sell |
634
-716
| -53% | -$112K | 0.03% | 254 |
|
|
2022
Q3 | $216K | Sell |
1,350
-73
| -5% | -$11.7K | 0.07% | 151 |
|
|
2022
Q2 | $218K | Sell |
1,423
-89
| -6% | -$13.6K | 0.06% | 155 |
|
|
2022
Q1 | $240K | Sell |
1,512
-3
| -0.2% | -$476 | 0.06% | 158 |
|
|
2021
Q4 | $253K | Buy |
1,515
+614
| +68% | +$103K | 0.06% | 157 |
|
|
2021
Q3 | $135K | Sell |
901
-216
| -19% | -$32.4K | 0.06% | 111 |
|
|
2021
Q2 | $157K | Sell |
1,117
-86
| -7% | -$12.1K | 0.05% | 167 |
|
|
2021
Q1 | $155K | Buy |
1,203
+848
| +239% | +$109K | 0.05% | 155 |
|
|
2020
Q4 | $42K | Buy |
+355
| New | +$42K | 0.03% | 229 |
|