FAS 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 | $1.29M | Buy |
5,627
+11
| +0.2% | +$2.52K | 0.1% | 138 |
|
2025
Q1 | $1.3M | Buy |
5,616
+8
| +0.1% | +$1.85K | 0.11% | 131 |
|
2024
Q4 | $1.13M | Buy |
5,608
+8
| +0.1% | +$1.61K | 0.1% | 141 |
|
2024
Q3 | $1.16M | Buy |
5,600
+8
| +0.1% | +$1.66K | 0.09% | 140 |
|
2024
Q2 | $1.19M | Sell |
5,592
-130
| -2% | -$27.7K | 0.1% | 134 |
|
2024
Q1 | $1.22M | Sell |
5,722
-34
| -0.6% | -$7.25K | 0.11% | 133 |
|
2023
Q4 | $1.03M | Buy |
5,756
+49
| +0.9% | +$8.78K | 0.1% | 142 |
|
2023
Q3 | $870K | Sell |
5,707
-215
| -4% | -$32.8K | 0.09% | 148 |
|
2023
Q2 | $1.03M | Buy |
5,922
+37
| +0.6% | +$6.42K | 0.13% | 128 |
|
2023
Q1 | $960K | Buy |
5,885
+9
| +0.2% | +$1.47K | 0.1% | 148 |
|
2022
Q4 | $922K | Sell |
5,876
-542
| -8% | -$85K | 0.1% | 153 |
|
2022
Q3 | $1.03M | Buy |
6,418
+8
| +0.1% | +$1.28K | 0.11% | 125 |
|
2022
Q2 | $981K | Buy |
6,410
+561
| +10% | +$85.9K | 0.1% | 128 |
|
2022
Q1 | $927K | Buy |
5,849
+1
| +0% | +$158 | 0.09% | 141 |
|
2021
Q4 | $976K | Buy |
5,848
+104
| +2% | +$17.4K | 0.09% | 133 |
|
2021
Q3 | $858K | Buy |
5,744
+5
| +0.1% | +$747 | 0.08% | 135 |
|
2021
Q2 | $804K | Buy |
5,739
+6
| +0.1% | +$841 | 0.08% | 144 |
|
2021
Q1 | $740K | Buy |
5,733
+5
| +0.1% | +$645 | 0.08% | 145 |
|
2020
Q4 | $675K | Sell |
5,728
-34
| -0.6% | -$4.01K | 0.08% | 149 |
|
2020
Q3 | $652K | Sell |
5,762
-37
| -0.6% | -$4.19K | 0.09% | 141 |
|
2020
Q2 | $614K | Sell |
5,799
-55
| -0.9% | -$5.82K | 0.09% | 137 |
|
2020
Q1 | $542K | Buy |
5,854
+95
| +2% | +$8.8K | 0.09% | 127 |
|
2019
Q4 | $656K | Sell |
5,759
-93
| -2% | -$10.6K | 0.11% | 121 |
|
2019
Q3 | $673K | Buy |
5,852
+7
| +0.1% | +$805 | 0.12% | 114 |
|
2019
Q2 | $674K | Buy |
5,845
+7
| +0.1% | +$807 | 0.13% | 114 |
|
2019
Q1 | $607K | Sell |
5,838
-142
| -2% | -$14.8K | 0.12% | 114 |
|
2018
Q4 | $532K | Sell |
5,980
-1,108
| -16% | -$98.6K | 0.12% | 117 |
|
2018
Q3 | $640K | Buy |
7,088
+8
| +0.1% | +$722 | 0.15% | 91 |
|
2018
Q2 | $576K | Buy |
7,080
+8
| +0.1% | +$651 | 0.15% | 96 |
|
2018
Q1 | $595K | Buy |
7,072
+71
| +1% | +$5.97K | 0.17% | 96 |
|
2017
Q4 | $604K | Buy |
7,001
+22
| +0.3% | +$1.9K | 0.16% | 95 |
|
2017
Q3 | $546K | Buy |
6,979
+1,207
| +21% | +$94.4K | 0.15% | 95 |
|
2017
Q2 | $423K | Buy |
5,772
+108
| +2% | +$7.92K | 0.13% | 110 |
|
2017
Q1 | $413K | Buy |
5,664
+206
| +4% | +$15K | 0.13% | 110 |
|
2016
Q4 | $387K | Sell |
5,458
-294
| -5% | -$20.8K | 0.11% | 102 |
|
2016
Q3 | $367K | Buy |
5,752
+7
| +0.1% | +$447 | 0.12% | 99 |
|
2016
Q2 | $381K | Sell |
5,745
-348
| -6% | -$23.1K | 0.14% | 95 |
|
2016
Q1 | $359K | Sell |
6,093
-1,343
| -18% | -$79.1K | 0.18% | 75 |
|
2015
Q4 | $397K | Buy |
7,436
+8
| +0.1% | +$427 | 0.2% | 72 |
|
2015
Q3 | $370K | Buy |
7,428
+7
| +0.1% | +$349 | 0.21% | 64 |
|
2015
Q2 | $344K | Buy |
7,421
+807
| +12% | +$37.4K | 0.17% | 70 |
|
2015
Q1 | $359K | Buy |
6,614
+601
| +10% | +$32.6K | 0.18% | 61 |
|
2014
Q4 | $309K | Sell |
6,013
-498
| -8% | -$25.6K | 0.16% | 65 |
|
2014
Q3 | $309K | Sell |
6,511
-909
| -12% | -$43.1K | 0.18% | 61 |
|
2014
Q2 | $332K | Sell |
7,420
-1,073
| -13% | -$48K | 0.19% | 57 |
|
2014
Q1 | $357K | Buy |
8,493
+742
| +10% | +$31.2K | 0.24% | 51 |
|
2013
Q4 | $348K | Buy |
+7,751
| New | +$348K | 0.21% | 53 |
|