Destiny 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 | $329K | Buy |
+1,437
| New | +$329K | 0.04% | 150 |
|
2023
Q1 | – | Sell |
-209
| Closed | -$32.8K | – | 652 |
|
2022
Q4 | $32.8K | Buy |
209
+65
| +45% | +$10.2K | 0.01% | 343 |
|
2022
Q3 | $23K | Hold |
144
| – | – | 0.01% | 339 |
|
2022
Q2 | $22K | Hold |
144
| – | – | ﹤0.01% | 347 |
|
2022
Q1 | $23K | Sell |
144
-106
| -42% | -$16.9K | ﹤0.01% | 374 |
|
2021
Q4 | $42K | Hold |
250
| – | – | 0.01% | 335 |
|
2021
Q3 | $37K | Buy |
+250
| New | +$37K | 0.01% | 331 |
|
2021
Q2 | – | Sell |
-275
| Closed | -$35K | – | 520 |
|
2021
Q1 | $35K | Buy |
275
+25
| +10% | +$3.18K | 0.01% | 317 |
|
2020
Q4 | $29K | Buy |
+250
| New | +$29K | 0.01% | 336 |
|