Continuum Advisory’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 | – | Sell |
-595
| Closed | -$138K | – | 1583 |
|
|
2025
Q1 | $138K | Sell |
595
-3
| -0.5% | -$695 | 0.02% | 466 |
|
|
2024
Q4 | $121K | Sell |
598
-40
| -6% | -$8.07K | 0.02% | 481 |
|
|
2024
Q3 | $141K | Sell |
638
-10
| -2% | -$2.22K | 0.02% | 455 |
|
|
2024
Q2 | $138K | Buy |
648
+1
| +0.2% | +$213 | 0.02% | 433 |
|
|
2024
Q1 | $136K | Buy |
+647
| New | +$136K | 0.02% | 431 |
|
|
2023
Q3 | – | Sell |
-1,420
| Closed | -$246K | – | 481 |
|
|
2023
Q2 | $246K | Buy |
+1,420
| New | +$246K | 0.04% | 399 |
|
|
2022
Q4 | – | Sell |
-1,359
| Closed | -$218K | – | 439 |
|
|
2022
Q3 | $218K | Buy |
+1,359
| New | +$218K | 0.04% | 372 |
|