Cook Wealth’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,664
| Closed | -$333K | – | 57 |
|
|
2024
Q2 | $333K | Hold |
1,664
| – | – | 0.18% | 44 |
|
|
2024
Q1 | $345K | Hold |
1,664
| – | – | 0.21% | 37 |
|
|
2023
Q4 | $306K | Hold |
1,664
| – | – | 0.19% | 39 |
|
|
2023
Q3 | $271K | Hold |
1,664
| – | – | 0.21% | 40 |
|
|
2023
Q2 | $273K | Hold |
1,664
| – | – | 0.21% | 29 |
|
|
2023
Q1 | $269K | Hold |
1,664
| – | – | 0.23% | 29 |
|
|
2022
Q4 | $261K | Hold |
1,664
| – | – | 0.25% | 30 |
|
|
2022
Q3 | $263K | Hold |
1,664
| – | – | 0.29% | 28 |
|
|
2022
Q2 | $282K | Hold |
1,664
| – | – | 0.29% | 31 |
|
|
2022
Q1 | $264K | Hold |
1,664
| – | – | 0.28% | 27 |
|
|
2021
Q4 | $241K | Buy |
+1,664
| New | +$241K | 0.25% | 32 |
|