Financial Network 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $979K | Sell |
4,229
-300
| -7% | -$69.4K | 0.35% | 48 |
|
|
2024
Q4 | $913K | Sell |
4,529
-61
| -1% | -$12.3K | 0.33% | 50 |
|
|
2024
Q3 | $952K | Hold |
4,590
| – | – | 0.34% | 50 |
|
|
2024
Q2 | $979K | Buy |
+4,590
| New | +$979K | 0.37% | 48 |
|
|
2024
Q1 | – | Sell |
-5,107
| Closed | -$914K | – | 109 |
|
|
2023
Q4 | $914K | Sell |
5,107
-68
| -1% | -$12.2K | 0.4% | 45 |
|
|
2023
Q3 | $782K | Buy |
5,175
+200
| +4% | +$30.2K | 0.38% | 44 |
|
|
2023
Q2 | $810K | Sell |
4,975
-550
| -10% | -$89.5K | 0.37% | 45 |
|
|
2023
Q1 | $902K | Hold |
5,525
| – | – | 0.45% | 44 |
|
|
2022
Q4 | $867K | Hold |
5,525
| – | – | 0.47% | 44 |
|
|
2022
Q3 | $885K | Hold |
5,525
| – | – | 0.55% | 33 |
|
|
2022
Q2 | $845K | Hold |
5,525
| – | – | 0.51% | 34 |
|
|
2022
Q1 | $876K | Hold |
5,525
| – | – | 0.46% | 34 |
|
|
2021
Q4 | $922K | Hold |
5,525
| – | – | 0.47% | 33 |
|
|
2021
Q3 | $825K | Hold |
5,525
| – | – | 0.47% | 30 |
|
|
2021
Q2 | $774K | Sell |
5,525
-175
| -3% | -$24.5K | 0.46% | 31 |
|
|
2021
Q1 | $735K | Hold |
5,700
| – | – | 0.48% | 30 |
|
|
2020
Q4 | $672K | Buy |
+5,700
| New | +$672K | 0.53% | 30 |
|