Envestnet Portfolio Solutions’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 | $11.7M | Sell |
50,914
-4,532
| -8% | -$1.04M | 0.04% | 204 |
|
|
2025
Q1 | $12.8M | Sell |
55,446
-1,447
| -3% | -$335K | 0.05% | 186 |
|
|
2024
Q4 | $11.5M | Buy |
56,893
+1,796
| +3% | +$362K | 0.04% | 223 |
|
|
2024
Q3 | $11.4M | Buy |
55,097
+1,730
| +3% | +$359K | 0.04% | 227 |
|
|
2024
Q2 | $11.4M | Buy |
53,367
+903
| +2% | +$193K | 0.04% | 216 |
|
|
2024
Q1 | $11.2M | Buy |
52,464
+5,457
| +12% | +$1.16M | 0.04% | 209 |
|
|
2023
Q4 | $8.42M | Buy |
47,007
+3,243
| +7% | +$581K | 0.04% | 228 |
|
|
2023
Q3 | $6.67M | Buy |
+43,764
| New | +$6.67M | 0.03% | 246 |
|