Cornerstone 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
$679K Buy
2,968
+12
+0.4% +$2.75K 0.07% 124
2025
Q1
$692K Sell
2,956
-162
-5% -$37.9K 0.08% 123
2024
Q4
$710K Buy
3,118
+727
+30% +$166K 0.08% 114
2024
Q3
$496K Sell
2,391
-29
-1% -$6.02K 0.07% 130
2024
Q2
$516K Buy
2,420
+38
+2% +$8.11K 0.07% 126
2024
Q1
$508K Buy
2,382
+46
+2% +$9.81K 0.07% 140
2023
Q4
$418K Buy
2,336
+128
+6% +$22.9K 0.07% 152
2023
Q3
$337K Sell
2,208
-23
-1% -$3.51K 0.06% 159
2023
Q2
$387K Buy
2,231
+31
+1% +$5.38K 0.07% 147
2023
Q1
$359K Buy
2,200
+11
+0.5% +$1.8K 0.06% 157
2022
Q4
$343K Buy
2,189
+404
+23% +$63.4K 0.07% 151
2022
Q3
$286K Buy
1,785
+31
+2% +$4.97K 0.06% 156
2022
Q2
$268K Sell
1,754
-1,445
-45% -$221K 0.06% 163
2022
Q1
$507K Buy
3,199
+7
+0.2% +$1.11K 0.08% 163
2021
Q4
$533K Buy
3,192
+2
+0.1% +$334 0.08% 170
2021
Q3
$477K Buy
3,190
+1,496
+88% +$224K 0.08% 167
2021
Q2
$237K Buy
1,694
+100
+6% +$14K 0.04% 197
2021
Q1
$206K Sell
1,594
-299
-16% -$38.6K 0.04% 197
2020
Q4
$223K Buy
1,893
+2
+0.1% +$236 0.05% 192
2020
Q3
$214K Buy
1,891
+2
+0.1% +$226 0.05% 174
2020
Q2
$200K Buy
+1,889
New +$200K 0.05% 160