CVA Family Office’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 | $498K | Buy |
2,178
+23
| +1% | +$5.26K | 0.07% | 171 |
|
|
2025
Q1 | $499K | Buy |
2,155
+36
| +2% | +$8.33K | 0.08% | 166 |
|
|
2024
Q4 | $428K | Buy |
2,119
+49
| +2% | +$9.89K | 0.07% | 177 |
|
|
2024
Q3 | $430K | Buy |
2,070
+4
| +0.2% | +$830 | 0.07% | 166 |
|
|
2024
Q2 | $441K | Buy |
2,066
+132
| +7% | +$28.2K | 0.08% | 153 |
|
|
2024
Q1 | $412K | Buy |
1,934
+2
| +0.1% | +$426 | 0.07% | 166 |
|
|
2023
Q4 | $346K | Sell |
1,932
-28
| -1% | -$5.02K | 0.07% | 171 |
|
|
2023
Q3 | $299K | Buy |
1,960
+34
| +2% | +$5.18K | 0.07% | 167 |
|
|
2023
Q2 | $334K | Sell |
1,926
-18
| -0.9% | -$3.12K | 0.07% | 161 |
|
|
2023
Q1 | $317K | Buy |
1,944
+10
| +0.5% | +$1.63K | 0.07% | 156 |
|
|
2022
Q4 | $303K | Buy |
1,934
+44
| +2% | +$6.9K | 0.07% | 152 |
|
|
2022
Q3 | $303K | Buy |
1,890
+1,225
| +184% | +$196K | 0.08% | 141 |
|
|
2022
Q2 | $102K | Sell |
665
-100
| -13% | -$15.3K | 0.03% | 239 |
|
|
2022
Q1 | $121K | Buy |
765
+310
| +68% | +$49K | 0.03% | 234 |
|
|
2021
Q4 | $76K | Buy |
455
+255
| +128% | +$42.6K | 0.02% | 287 |
|
|
2021
Q3 | $23K | Sell |
200
-255
| -56% | -$29.3K | 0.02% | 251 |
|
|
2021
Q2 | $64K | Hold |
455
| – | – | 0.02% | 325 |
|
|
2021
Q1 | $59K | Buy |
455
+255
| +128% | +$33.1K | 0.02% | 260 |
|
|
2020
Q4 | $24K | Hold |
200
| – | – | 0.01% | 258 |
|
|
2020
Q3 | $23K | Hold |
200
| – | – | 0.02% | 251 |
|
|
2020
Q2 | $21K | Hold |
200
| – | – | 0.02% | 220 |
|
|
2020
Q1 | $19K | Buy |
+200
| New | +$19K | 0.02% | 204 |
|