Daymark 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 | $1.37M | Buy |
5,976
+274
| +5% | +$62.7K | 0.05% | 226 |
|
2025
Q1 | $1.32M | Buy |
5,702
+114
| +2% | +$26.4K | 0.06% | 206 |
|
2024
Q4 | $1.13M | Sell |
5,588
-269
| -5% | -$54.3K | 0.05% | 226 |
|
2024
Q3 | $1.22M | Buy |
5,857
+301
| +5% | +$62.5K | 0.05% | 225 |
|
2024
Q2 | $1.19M | Buy |
5,556
+988
| +22% | +$211K | 0.05% | 215 |
|
2024
Q1 | $974K | Sell |
4,568
-75
| -2% | -$16K | 0.05% | 200 |
|
2023
Q4 | $832K | Buy |
4,643
+74
| +2% | +$13.3K | 0.05% | 203 |
|
2023
Q3 | $696K | Sell |
4,569
-644
| -12% | -$98.2K | 0.05% | 204 |
|
2023
Q2 | $904K | Buy |
5,213
+610
| +13% | +$106K | 0.07% | 179 |
|
2023
Q1 | $751K | Buy |
4,603
+3,232
| +236% | +$527K | 0.1% | 156 |
|
2022
Q4 | $215K | Buy |
+1,371
| New | +$215K | 0.04% | 213 |
|