Cornerstone Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $956K | Buy |
4,160
+111
| +3% | +$25.5K | 0.05% | 322 |
|
|
2025
Q4 | $890K | Sell |
4,049
-372
| -8% | -$79.3K | 0.05% | 310 |
|
|
2025
Q3 | $976K | Buy |
4,421
+151
| +4% | +$34K | 0.05% | 288 |
|
|
2025
Q2 | $977K | Buy |
4,270
+947
| +28% | +$220K | 0.06% | 265 |
|
|
2025
Q1 | $769K | Sell |
3,323
-235
| -7% | -$52K | 0.05% | 299 |
|
|
2024
Q4 | $718K | Buy |
3,558
+114
| +3% | +$24.5K | 0.05% | 293 |
|
|
2024
Q3 | $715K | Buy |
3,444
+305
| +10% | +$63.6K | 0.05% | 274 |
|
|
2024
Q2 | $670K | Sell |
3,139
-12
| -0.4% | -$2.49K | 0.05% | 266 |
|
|
2024
Q1 | $672K | Buy |
3,151
+16
| +0.5% | +$3.14K | 0.05% | 273 |
|
|
2023
Q4 | $561K | Sell |
3,135
-2,196
| -41% | -$368K | 0.05% | 297 |
|
|
2023
Q3 | $813K | Buy |
5,331
+2,228
| +72% | +$361K | 0.08% | 219 |
|
|
2023
Q2 | $538K | Buy |
3,103
+1,358
| +78% | +$224K | 0.05% | 291 |
|
|
2023
Q1 | $285K | Buy |
+1,745
| New | +$267K | 0.03% | 378 |
|
|
2022
Q3 | $286K | Buy |
1,783
+1
| +0.1% | +$165 | 0.03% | 358 |
|
|
2022
Q2 | $273K | Sell |
1,782
-72
| -4% | -$11.3K | 0.03% | 368 |
|
|
2022
Q1 | $294K | Sell |
1,854
-2,036
| -52% | -$309K | 0.03% | 369 |
|
|
2021
Q4 | $655K | Buy |
+3,890
| New | +$625K | 0.06% | 242 |
|
|
2019
Q4 | – | Sell |
-1,918
| Closed | -$221K | – | 373 |
|
|
2019
Q3 | $221K | Sell |
1,918
-156
| -8% | -$18.2K | 0.04% | 314 |
|
|
2019
Q2 | $239K | Sell |
2,074
-178
| -8% | -$19.3K | 0.04% | 315 |
|
|
2019
Q1 | $368K | Buy |
+2,252
| New | +$220K | 0.04% | 333 |
|
|
2018
Q4 | – | Sell |
-159,033
| Closed | -$2.07M | – | 1153 |
|
|
2018
Q3 | $2.07M | Buy |
159,033
+2,187
| +1% | +$194K | 0.03% | 482 |
|
|
2018
Q2 | $1.92M | Buy |
+156,846
| New | +$13M | 0.02% | 564 |
|
Other funds holding WM
VCM
VPM
