Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $310K | Buy |
1,935
+38
| +2% | +$6.09K | 0.03% | 160 |
|
|
2022
Q2 | $290K | Buy |
1,897
+60
| +3% | +$9.17K | 0.02% | 175 |
|
|
2022
Q1 | $291K | Sell |
1,837
-61
| -3% | -$9.66K | 0.02% | 202 |
|
|
2021
Q4 | $317K | Sell |
1,898
-941
| -33% | -$157K | 0.02% | 187 |
|
|
2021
Q3 | $424K | Buy |
2,839
+1
| +0% | +$149 | 0.03% | 150 |
|
|
2021
Q2 | $398K | Hold |
2,838
| – | – | 0.03% | 159 |
|
|
2021
Q1 | $366K | Sell |
2,838
-593
| -17% | -$76.5K | 0.04% | 161 |
|
|
2020
Q4 | $405K | Buy |
3,431
+310
| +10% | +$36.6K | 0.04% | 149 |
|
|
2020
Q3 | $353K | Buy |
3,121
+1
| +0% | +$113 | 0.04% | 139 |
|
|
2020
Q2 | $330K | Sell |
3,120
-494
| -14% | -$52.3K | 0.04% | 134 |
|
|
2020
Q1 | $334K | Buy |
3,614
+4
| +0.1% | +$370 | 0.05% | 128 |
|
|
2019
Q4 | $411K | Buy |
3,610
+959
| +36% | +$109K | 0.05% | 136 |
|
|
2019
Q3 | $305K | Sell |
2,651
-525
| -17% | -$60.4K | 0.04% | 153 |
|
|
2019
Q2 | $366K | Buy |
3,176
+25
| +0.8% | +$2.88K | 0.05% | 137 |
|
|
2019
Q1 | $337K | Buy |
3,151
+92
| +3% | +$9.84K | 0.05% | 141 |
|
|
2018
Q4 | $272K | Buy |
3,059
+7
| +0.2% | +$622 | 0.05% | 150 |
|
|
2018
Q3 | $276K | Sell |
3,052
-92
| -3% | -$8.32K | 0.04% | 159 |
|
|
2018
Q2 | $256K | Buy |
+3,144
| New | +$256K | 0.04% | 155 |
|
|
2018
Q1 | – | Sell |
-2,430
| Closed | -$210K | – | 180 |
|
|
2017
Q4 | $210K | Buy |
+2,430
| New | +$210K | 0.04% | 162 |
|