EWM
Edge Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Sell |
76,634
-940
| -1% | -$215K | 3.38% | 10 |
|
|
2025
Q1 | $18M | Buy |
77,574
+587
| +0.8% | +$136K | 3.64% | 10 |
|
|
2024
Q4 | $15.5M | Sell |
76,987
-1,217
| -2% | -$246K | 3.14% | 10 |
|
|
2024
Q3 | $16.2M | Sell |
78,204
-115
| -0.1% | -$23.9K | 3.26% | 11 |
|
|
2024
Q2 | $16.7M | Sell |
78,319
-1,987
| -2% | -$424K | 3.52% | 9 |
|
|
2024
Q1 | $17.1M | Buy |
80,306
+111
| +0.1% | +$23.7K | 3.6% | 9 |
|
|
2023
Q4 | $14.4M | Sell |
80,195
-565
| -0.7% | -$101K | 3.14% | 9 |
|
|
2023
Q3 | $12.3M | Sell |
80,760
-1,149
| -1% | -$175K | 2.88% | 11 |
|
|
2023
Q2 | $14.2M | Buy |
81,909
+2,129
| +3% | +$369K | 3.1% | 9 |
|
|
2023
Q1 | $13M | Sell |
79,780
-2,124
| -3% | -$346K | 2.98% | 9 |
|
|
2022
Q4 | $12.7M | Sell |
81,904
-9,261
| -10% | -$1.44M | 2.96% | 14 |
|
|
2022
Q3 | $14.7M | Buy |
91,165
+1,392
| +2% | +$225K | 3.26% | 8 |
|
|
2022
Q2 | $13.7M | Sell |
89,773
-752
| -0.8% | -$115K | 2.97% | 11 |
|
|
2022
Q1 | $14.3M | Buy |
90,525
+1,971
| +2% | +$312K | 2.83% | 12 |
|
|
2021
Q4 | $14.8M | Buy |
88,554
+1,073
| +1% | +$179K | 2.7% | 12 |
|
|
2021
Q3 | $13.1M | Buy |
87,481
+2,523
| +3% | +$377K | 2.55% | 12 |
|
|
2021
Q2 | $11.9M | Sell |
84,958
-946
| -1% | -$132K | 2.42% | 14 |
|
|
2021
Q1 | $11.1M | Buy |
85,904
+7,917
| +10% | +$1.02M | 2.36% | 13 |
|
|
2020
Q4 | $9.19M | Buy |
77,987
+8,041
| +11% | +$947K | 2.09% | 16 |
|
|
2020
Q3 | $7.92M | Sell |
69,946
-610
| -0.9% | -$69K | 1.82% | 21 |
|
|
2020
Q2 | $7.47M | Buy |
+70,556
| New | +$7.47M | 1.42% | 23 |
|
|
2016
Q3 | – | Sell |
-18
| Closed | -$1K | – | 515 |
|
|
2016
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 441 |
|
|
2016
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 428 |
|
|
2015
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 442 |
|
|
2015
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 445 |
|
|
2015
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 415 |
|
|
2015
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 429 |
|
|
2014
Q4 | $1K | Buy |
18
+2
| +13% | +$111 | ﹤0.01% | 402 |
|
|
2014
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 398 |
|
|
2014
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 372 |
|
|
2014
Q1 | $1K | Sell |
16
-535
| -97% | -$33.4K | ﹤0.01% | 391 |
|
|
2013
Q4 | $25K | Buy |
551
+175
| +47% | +$7.94K | 0.01% | 210 |
|
|
2013
Q3 | $16K | Hold |
376
| – | – | 0.01% | 213 |
|
|
2013
Q2 | $15K | Buy |
+376
| New | +$15K | 0.01% | 211 |
|