Creative Financial Designs’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | $277K | Sell |
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|
2024
Q2 | $390K | Buy |
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|
2024
Q1 | $328K | Buy |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q3 | $180K | Sell |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $200K | Buy |
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|
2022
Q1 | $65K | Hold |
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|
2021
Q4 | $68K | Sell |
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|
2021
Q3 | $69K | Hold |
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|
2021
Q2 | $65K | Hold |
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|
2021
Q1 | $60K | Sell |
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|
2020
Q4 | $66K | Buy |
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|
2020
Q3 | $40K | Buy |
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|
2020
Q2 | $32K | Buy |
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|
2020
Q1 | $9K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $19K | Hold |
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|
2019
Q1 | $17K | Hold |
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|
2018
Q4 | $15K | Hold |
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|
2018
Q3 | $15K | Hold |
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|
2018
Q2 | $13K | Hold |
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|
2018
Q1 | $14K | Hold |
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|
2017
Q4 | $14K | Sell |
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|
2017
Q3 | $17K | Sell |
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|
2017
Q2 | $26K | Hold |
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|
2017
Q1 | $26K | Hold |
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|
2016
Q4 | $25K | Buy |
|