Cyndeo Wealth Partners’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 | $723K | Sell |
3,160
-24
| -0.8% | -$5.49K | 0.04% | 262 |
|
|
2025
Q1 | $737K | Sell |
3,184
-2
| -0.1% | -$463 | 0.05% | 249 |
|
|
2024
Q4 | $643K | Buy |
3,186
+619
| +24% | +$125K | 0.04% | 263 |
|
|
2024
Q3 | $533K | Buy |
2,567
+185
| +8% | +$38.4K | 0.04% | 288 |
|
|
2024
Q2 | $508K | Sell |
2,382
-28
| -1% | -$5.97K | 0.04% | 278 |
|
|
2024
Q1 | $514K | Sell |
2,410
-39
| -2% | -$8.31K | 0.04% | 260 |
|
|
2023
Q4 | $439K | Buy |
2,449
+80
| +3% | +$14.3K | 0.04% | 263 |
|
|
2023
Q3 | $361K | Buy |
2,369
+1,108
| +88% | +$169K | 0.04% | 254 |
|
|
2023
Q2 | $219K | Hold |
1,261
| – | – | 0.02% | 305 |
|
|
2023
Q1 | $206K | Sell |
1,261
-103
| -8% | -$16.8K | 0.02% | 307 |
|
|
2022
Q4 | $214K | Buy |
+1,364
| New | +$214K | 0.03% | 291 |
|