Congress 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 | $2.05M | Buy |
8,975
+3,608
| +67% | +$826K | 0.02% | 551 |
|
|
2025
Q1 | $1.23M | Buy |
5,367
+3,289
| +158% | +$757K | 0.01% | 585 |
|
|
2024
Q4 | $419K | Buy |
2,078
+555
| +36% | +$112K | 0.01% | 682 |
|
|
2024
Q3 | $316K | Buy |
1,523
+154
| +11% | +$32K | ﹤0.01% | 717 |
|
|
2024
Q2 | $292K | Hold |
1,369
| – | – | ﹤0.01% | 620 |
|
|
2024
Q1 | $292K | Sell |
1,369
-186
| -12% | -$39.7K | 0.01% | 510 |
|
|
2023
Q4 | $279K | Buy |
1,555
+19
| +1% | +$3.41K | 0.01% | 541 |
|
|
2023
Q3 | $234K | Buy |
1,536
+21
| +1% | +$3.2K | ﹤0.01% | 558 |
|
|
2023
Q2 | $263K | Buy |
1,515
+211
| +16% | +$36.6K | 0.01% | 498 |
|
|
2023
Q1 | $213K | Sell |
1,304
-132
| -9% | -$21.5K | 0.01% | 531 |
|
|
2022
Q4 | $225K | Buy |
1,436
+156
| +12% | +$24.5K | 0.01% | 522 |
|
|
2022
Q3 | $205K | Buy |
+1,280
| New | +$205K | 0.01% | 526 |
|