Darwin Wealth Management’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 | $123K | Buy |
535
+4
| +0.8% | +$916 | 0.04% | 152 |
|
|
2025
Q1 | $107K | Hold |
531
| – | – | 0.04% | 173 |
|
|
2024
Q4 | $107K | Buy |
531
+81
| +18% | +$16.4K | 0.04% | 173 |
|
|
2024
Q3 | $93.4K | Buy |
+450
| New | +$93.4K | 0.03% | 191 |
|
|
2022
Q2 | – | Sell |
-1,628
| Closed | -$258K | – | 182 |
|
|
2022
Q1 | $258K | Buy |
1,628
+6
| +0.4% | +$951 | 0.04% | 151 |
|
|
2021
Q4 | $249K | Buy |
1,622
+5
| +0.3% | +$768 | 0.04% | 155 |
|
|
2021
Q3 | $241K | Buy |
1,617
+6
| +0.4% | +$894 | 0.04% | 148 |
|
|
2021
Q2 | $226K | Buy |
1,611
+7
| +0.4% | +$982 | 0.04% | 162 |
|
|
2021
Q1 | $207K | Buy |
+1,604
| New | +$207K | 0.04% | 162 |
|
|
2020
Q4 | – | Sell |
-2,202
| Closed | -$249K | – | 179 |
|
|
2020
Q3 | $249K | Sell |
2,202
-356
| -14% | -$40.3K | 0.05% | 136 |
|
|
2020
Q2 | $270K | Sell |
2,558
-25,797
| -91% | -$2.72M | 0.07% | 130 |
|
|
2020
Q1 | $2.62M | Buy |
28,355
+325
| +1% | +$30.1K | 0.83% | 42 |
|
|
2019
Q4 | $3.19M | Buy |
28,030
+95
| +0.3% | +$10.8K | 0.85% | 38 |
|
|
2019
Q3 | $3.21M | Buy |
27,935
+1,298
| +5% | +$149K | 0.95% | 36 |
|
|
2019
Q2 | $3.07M | Sell |
26,637
-696
| -3% | -$80.3K | 0.95% | 34 |
|
|
2019
Q1 | $2.84M | Buy |
+27,333
| New | +$2.84M | 0.94% | 34 |
|
|
2018
Q4 | – | Sell |
-2,772
| Closed | -$250K | – | 130 |
|
|
2018
Q3 | $250K | Buy |
2,772
+197
| +8% | +$17.8K | 0.14% | 112 |
|
|
2018
Q2 | $210K | Sell |
2,575
-962
| -27% | -$78.5K | 0.14% | 123 |
|
|
2018
Q1 | $297K | Sell |
3,537
-22,564
| -86% | -$1.89M | 0.22% | 91 |
|
|
2017
Q4 | $2.25M | Buy |
+26,101
| New | +$2.25M | 0.96% | 34 |
|
|
2017
Q3 | – | Sell |
-25,487
| Closed | -$1.87M | – | 126 |
|
|
2017
Q2 | $1.87M | Sell |
25,487
-1,595
| -6% | -$117K | 1.03% | 39 |
|
|
2017
Q1 | $1.98M | Buy |
27,082
+2,301
| +9% | +$168K | 1.15% | 31 |
|
|
2016
Q4 | $1.76M | Buy |
24,781
+7,679
| +45% | +$544K | 1.18% | 34 |
|
|
2016
Q3 | $1.09M | Buy |
17,102
+2,922
| +21% | +$186K | 0.84% | 51 |
|
|
2016
Q2 | $940K | Buy |
+14,180
| New | +$940K | 0.8% | 54 |
|