DWM
Dakota Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9M | Buy |
104,330
+35,172
| +51% | +$8.05M | 0.5% | 45 |
|
|
2025
Q1 | $16M | Sell |
69,158
-2,437
| -3% | -$564K | 0.37% | 55 |
|
|
2024
Q4 | $14.4M | Sell |
71,595
-219
| -0.3% | -$44.2K | 0.33% | 65 |
|
|
2024
Q3 | $14.9M | Sell |
71,814
-13,873
| -16% | -$2.88M | 0.34% | 65 |
|
|
2024
Q2 | $18.3M | Buy |
85,687
+1,399
| +2% | +$298K | 0.43% | 43 |
|
|
2024
Q1 | $18M | Buy |
84,288
+4,736
| +6% | +$1.01M | 0.45% | 43 |
|
|
2023
Q4 | $14.2M | Sell |
79,552
-12,314
| -13% | -$2.21M | 0.55% | 43 |
|
|
2023
Q3 | $14M | Buy |
91,866
+5,435
| +6% | +$829K | 0.62% | 37 |
|
|
2023
Q2 | $15M | Buy |
86,431
+20,326
| +31% | +$3.52M | 0.71% | 33 |
|
|
2023
Q1 | $10.8M | Sell |
66,105
-440
| -0.7% | -$71.8K | 0.72% | 33 |
|
|
2022
Q4 | $10.4M | Sell |
66,545
-520
| -0.8% | -$81.6K | 0.74% | 32 |
|
|
2022
Q3 | $10.7M | Buy |
67,065
+578
| +0.9% | +$92.6K | 0.87% | 25 |
|
|
2022
Q2 | $10.2M | Buy |
66,487
+816
| +1% | +$125K | 0.94% | 23 |
|
|
2022
Q1 | $10.4M | Buy |
65,671
+64,251
| +4,525% | +$10.2M | 0.84% | 25 |
|
|
2021
Q4 | $237K | Hold |
1,420
| – | – | 0.03% | 332 |
|
|
2021
Q3 | $212K | Buy |
+1,420
| New | +$212K | 0.02% | 319 |
|