Evoke Wealth’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 | $1.78M | Sell |
7,759
-392
| -5% | -$89.7K | 0.04% | 163 |
|
|
2025
Q1 | $1.89M | Sell |
8,151
-45
| -0.5% | -$10.4K | 0.05% | 139 |
|
|
2024
Q4 | $1.65M | Buy |
8,196
+40
| +0.5% | +$8.07K | 0.05% | 145 |
|
|
2024
Q3 | $1.69M | Buy |
+8,156
| New | +$1.69M | 0.05% | 135 |
|
|
2024
Q2 | – | Sell |
-9,509
| Closed | -$2.03M | – | 399 |
|
|
2024
Q1 | $2.03M | Buy |
+9,509
| New | +$2.03M | 0.06% | 113 |
|
|
2023
Q4 | – | Sell |
-21,763
| Closed | -$3.32M | – | 371 |
|
|
2023
Q3 | $3.32M | Sell |
21,763
-2,840
| -12% | -$433K | 0.12% | 86 |
|
|
2023
Q2 | $4.27M | Sell |
24,603
-3,501
| -12% | -$607K | 0.15% | 71 |
|
|
2023
Q1 | $4.59M | Buy |
28,104
+2,567
| +10% | +$419K | 0.17% | 59 |
|
|
2022
Q4 | $4.01M | Sell |
25,537
-7,268
| -22% | -$1.14M | 0.15% | 80 |
|
|
2022
Q3 | $5.26M | Sell |
32,805
-2,222
| -6% | -$356K | 0.21% | 51 |
|
|
2022
Q2 | $5.36M | Sell |
35,027
-10,447
| -23% | -$1.6M | 0.2% | 58 |
|
|
2022
Q1 | $7.21M | Sell |
45,474
-2,894
| -6% | -$459K | 0.24% | 50 |
|
|
2021
Q4 | $8.07M | Buy |
48,368
+74
| +0.2% | +$12.4K | 0.25% | 49 |
|
|
2021
Q3 | $7.21M | Sell |
48,294
-90,761
| -65% | -$13.6M | 0.27% | 45 |
|
|
2021
Q2 | $19.5M | Buy |
139,055
+1,484
| +1% | +$208K | 0.74% | 21 |
|
|
2021
Q1 | $17.7M | Buy |
137,571
+47,411
| +53% | +$6.12M | 0.8% | 22 |
|
|
2020
Q4 | $10.6M | Hold |
90,160
| – | – | 0.72% | 21 |
|
|
2020
Q3 | $10.2M | Buy |
90,160
+90,006
| +58,445% | +$10.2M | 0.83% | 21 |
|
|
2020
Q2 | $16K | Buy |
154
+6
| +4% | +$623 | ﹤0.01% | 502 |
|
|
2020
Q1 | $13.7K | Sell |
148
-1,534
| -91% | -$142K | ﹤0.01% | 483 |
|
|
2019
Q4 | $192K | Sell |
1,682
-8
| -0.5% | -$911 | 0.02% | 227 |
|
|
2019
Q3 | $194K | Buy |
+1,690
| New | +$194K | 0.02% | 261 |
|