Cornerstone Wealth Management’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
$977K Buy
4,270
+947
+28% +$217K 0.06% 265
2025
Q1
$769K Sell
3,323
-235
-7% -$54.4K 0.05% 299
2024
Q4
$718K Buy
3,558
+114
+3% +$23K 0.05% 293
2024
Q3
$715K Buy
3,444
+305
+10% +$63.3K 0.05% 274
2024
Q2
$670K Sell
3,139
-12
-0.4% -$2.56K 0.05% 266
2024
Q1
$672K Buy
3,151
+16
+0.5% +$3.41K 0.05% 273
2023
Q4
$561K Sell
3,135
-2,196
-41% -$393K 0.05% 297
2023
Q3
$813K Buy
5,331
+2,228
+72% +$340K 0.08% 219
2023
Q2
$538K Buy
3,103
+1,358
+78% +$235K 0.05% 291
2023
Q1
$285K Buy
+1,745
New +$285K 0.03% 378
2022
Q3
$286K Buy
1,783
+1
+0.1% +$160 0.03% 358
2022
Q2
$273K Sell
1,782
-72
-4% -$11K 0.03% 368
2022
Q1
$294K Sell
1,854
-2,036
-52% -$323K 0.03% 369
2021
Q4
$655K Buy
+3,890
New +$655K 0.06% 242
2019
Q4
Sell
-1,918
Closed -$221K 368
2019
Q3
$221K Sell
1,918
-156
-8% -$18K 0.04% 314
2019
Q2
$239K Sell
2,074
-178
-8% -$20.5K 0.04% 315
2019
Q1
$368K Buy
+2,252
New +$368K 0.04% 333
2018
Q4
Sell
-159,033
Closed -$2.07M 1136
2018
Q3
$2.07M Buy
159,033
+2,187
+1% +$28.5K 0.03% 482
2018
Q2
$1.92M Buy
+156,846
New +$1.92M 0.02% 564