Creative Financial Designs’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 | $345K | Buy |
1,507
+36
| +2% | +$8.24K | 0.02% | 371 |
|
|
2025
Q1 | $341K | Sell |
1,471
-65
| -4% | -$15.1K | 0.03% | 341 |
|
|
2024
Q4 | $310K | Buy |
1,536
+201
| +15% | +$40.6K | 0.03% | 363 |
|
|
2024
Q3 | $277K | Sell |
1,335
-493
| -27% | -$102K | 0.02% | 383 |
|
|
2024
Q2 | $390K | Buy |
1,828
+289
| +19% | +$61.7K | 0.03% | 308 |
|
|
2024
Q1 | $328K | Buy |
1,539
+341
| +28% | +$72.7K | 0.03% | 322 |
|
|
2023
Q4 | $215K | Buy |
1,198
+19
| +2% | +$3.4K | 0.02% | 374 |
|
|
2023
Q3 | $180K | Sell |
1,179
-101
| -8% | -$15.4K | 0.02% | 354 |
|
|
2023
Q2 | $222K | Sell |
1,280
-168
| -12% | -$29.1K | 0.03% | 322 |
|
|
2023
Q1 | $236K | Sell |
1,448
-165
| -10% | -$26.9K | 0.03% | 300 |
|
|
2022
Q4 | $253K | Buy |
1,613
+102
| +7% | +$16K | 0.04% | 280 |
|
|
2022
Q3 | $242K | Buy |
1,511
+202
| +15% | +$32.4K | 0.04% | 268 |
|
|
2022
Q2 | $200K | Buy |
1,309
+901
| +221% | +$138K | 0.03% | 291 |
|
|
2022
Q1 | $65K | Hold |
408
| – | – | 0.01% | 509 |
|
|
2021
Q4 | $68K | Sell |
408
-54
| -12% | -$9K | 0.01% | 513 |
|
|
2021
Q3 | $69K | Hold |
462
| – | – | 0.01% | 531 |
|
|
2021
Q2 | $65K | Hold |
462
| – | – | 0.01% | 536 |
|
|
2021
Q1 | $60K | Sell |
462
-98
| -18% | -$12.7K | 0.01% | 524 |
|
|
2020
Q4 | $66K | Buy |
560
+204
| +57% | +$24K | 0.01% | 451 |
|
|
2020
Q3 | $40K | Buy |
356
+55
| +18% | +$6.18K | 0.01% | 512 |
|
|
2020
Q2 | $32K | Buy |
301
+204
| +210% | +$21.7K | 0.01% | 499 |
|
|
2020
Q1 | $9K | Buy |
+97
| New | +$9K | ﹤0.01% | 355 |
|
|
2019
Q3 | – | Sell |
-164
| Closed | -$19K | – | 665 |
|
|
2019
Q2 | $19K | Hold |
164
| – | – | 0.01% | 332 |
|
|
2019
Q1 | $17K | Hold |
164
| – | – | 0.01% | 329 |
|
|
2018
Q4 | $15K | Hold |
164
| – | – | 0.01% | 316 |
|
|
2018
Q3 | $15K | Hold |
164
| – | – | 0.01% | 387 |
|
|
2018
Q2 | $13K | Hold |
164
| – | – | 0.01% | 433 |
|
|
2018
Q1 | $14K | Hold |
164
| – | – | 0.01% | 381 |
|
|
2017
Q4 | $14K | Sell |
164
-50
| -23% | -$4.27K | 0.01% | 371 |
|
|
2017
Q3 | $17K | Sell |
214
-136
| -39% | -$10.8K | 0.01% | 358 |
|
|
2017
Q2 | $26K | Hold |
350
| – | – | 0.02% | 291 |
|
|
2017
Q1 | $26K | Hold |
350
| – | – | 0.02% | 293 |
|
|
2016
Q4 | $25K | Buy |
+350
| New | +$25K | 0.02% | 291 |
|