Cypress Wealth Services’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 | $434K | Buy |
1,897
+39
| +2% | +$8.93K | 0.08% | 190 |
|
|
2025
Q1 | $430K | Sell |
1,858
-92
| -5% | -$21.3K | 0.09% | 167 |
|
|
2024
Q4 | $394K | Buy |
1,950
+53
| +3% | +$10.7K | 0.08% | 174 |
|
|
2024
Q3 | $394K | Buy |
+1,897
| New | +$394K | 0.08% | 179 |
|
|
2021
Q2 | – | Sell |
-1,568
| Closed | -$202K | – | 309 |
|
|
2021
Q1 | $202K | Sell |
1,568
-248
| -14% | -$31.9K | 0.04% | 284 |
|
|
2020
Q4 | $214K | Buy |
+1,816
| New | +$214K | 0.05% | 262 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 256 |
|