DWM
Destination Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5M | Sell |
133,250
-1,269
| -0.9% | -$290K | 0.89% | 36 |
|
|
2025
Q1 | $31.1M | Sell |
134,519
-1,887
| -1% | -$437K | 0.98% | 32 |
|
|
2024
Q4 | $27.5M | Sell |
136,406
-697
| -0.5% | -$141K | 0.86% | 37 |
|
|
2024
Q3 | $28.5M | Sell |
137,103
-402
| -0.3% | -$83.5K | 0.88% | 36 |
|
|
2024
Q2 | $29.3M | Sell |
137,505
-5,188
| -4% | -$1.11M | 0.97% | 35 |
|
|
2024
Q1 | $30.4M | Sell |
142,693
-3,964
| -3% | -$845K | 1.01% | 34 |
|
|
2023
Q4 | $26.3M | Sell |
146,657
-1,496
| -1% | -$268K | 0.91% | 35 |
|
|
2023
Q3 | $22.6M | Sell |
148,153
-829
| -0.6% | -$126K | 0.88% | 36 |
|
|
2023
Q2 | $25.8M | Sell |
148,982
-1,844
| -1% | -$320K | 0.96% | 31 |
|
|
2023
Q1 | $24.6M | Sell |
150,826
-1,090
| -0.7% | -$178K | 0.93% | 33 |
|
|
2022
Q4 | $23.8M | Sell |
151,916
-3,631
| -2% | -$570K | 0.95% | 37 |
|
|
2022
Q3 | $24.9M | Sell |
155,547
-2,720
| -2% | -$436K | 1.05% | 31 |
|
|
2022
Q2 | $24.2M | Sell |
158,267
-2,664
| -2% | -$408K | 0.98% | 35 |
|
|
2022
Q1 | $25.5M | Buy |
160,931
+114
| +0.1% | +$18.1K | 0.95% | 36 |
|
|
2021
Q4 | $26.8M | Sell |
160,817
-700
| -0.4% | -$117K | 0.95% | 34 |
|
|
2021
Q3 | $24.1M | Buy |
161,517
+1,037
| +0.6% | +$155K | 0.94% | 34 |
|
|
2021
Q2 | $22.5M | Buy |
160,480
+1,107
| +0.7% | +$155K | 0.87% | 40 |
|
|
2021
Q1 | $20.6M | Buy |
159,373
+2,781
| +2% | +$359K | 0.85% | 37 |
|
|
2020
Q4 | $18.5M | Buy |
156,592
+2,708
| +2% | +$319K | 0.8% | 45 |
|
|
2020
Q3 | $17.4M | Buy |
153,884
+5,518
| +4% | +$624K | 0.88% | 37 |
|
|
2020
Q2 | $15.7M | Buy |
148,366
+35,654
| +32% | +$3.78M | 0.85% | 44 |
|
|
2020
Q1 | $10.4M | Buy |
+112,712
| New | +$10.4M | 0.64% | 48 |
|
|
2019
Q4 | – | Sell |
-1,869
| Closed | -$215K | – | 164 |
|
|
2019
Q3 | $215K | Sell |
1,869
-337
| -15% | -$38.8K | 0.01% | 134 |
|
|
2019
Q2 | $254K | Buy |
2,206
+107
| +5% | +$12.3K | 0.01% | 131 |
|
|
2019
Q1 | $218K | Sell |
2,099
-500
| -19% | -$51.9K | 0.01% | 139 |
|
|
2018
Q4 | $231K | Buy |
2,599
+287
| +12% | +$25.5K | 0.01% | 136 |
|
|
2018
Q3 | $209K | Sell |
2,312
-505
| -18% | -$45.7K | 0.01% | 147 |
|
|
2018
Q2 | $229K | Buy |
2,817
+1,207
| +75% | +$98.1K | 0.01% | 130 |
|
|
2018
Q1 | $135K | Buy |
+1,610
| New | +$135K | 0.01% | 164 |
|
|
2017
Q3 | – | Sell |
-3,607
| Closed | -$265K | – | 160 |
|
|
2017
Q2 | $265K | Buy |
+3,607
| New | +$265K | 0.02% | 141 |
|
|
2017
Q1 | – | Sell |
-4,252
| Closed | -$302K | – | 177 |
|
|
2016
Q4 | $302K | Buy |
+4,252
| New | +$302K | 0.02% | 131 |
|