Core 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 | $689K | Hold |
3,010
| – | – | 0.35% | 69 |
|
|
2025
Q1 | $697K | Sell |
3,010
-500
| -14% | -$116K | 0.41% | 62 |
|
|
2024
Q4 | $708K | Hold |
3,510
| – | – | 0.41% | 58 |
|
|
2024
Q3 | $729K | Buy |
+3,510
| New | +$729K | 0.44% | 57 |
|
|
2023
Q1 | – | Sell |
-6,222
| Closed | -$208K | – | 142 |
|
|
2022
Q4 | $208K | Buy |
+6,222
| New | +$208K | 0.23% | 92 |
|