Financial Perspectives’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 | $226K | Hold |
987
| – | – | 0.07% | 137 |
|
|
2025
Q1 | $229K | Hold |
987
| – | – | 0.08% | 130 |
|
|
2024
Q4 | $199K | Buy |
987
+300
| +44% | +$60.5K | 0.07% | 140 |
|
|
2024
Q3 | $143K | Hold |
687
| – | – | 0.05% | 173 |
|
|
2024
Q2 | $147K | Hold |
687
| – | – | 0.05% | 165 |
|
|
2024
Q1 | $146K | Sell |
687
-26
| -4% | -$5.54K | 0.06% | 169 |
|
|
2023
Q4 | $128K | Buy |
713
+20
| +3% | +$3.58K | 0.05% | 173 |
|
|
2023
Q3 | $106K | Hold |
693
| – | – | 0.05% | 178 |
|
|
2023
Q2 | $120K | Hold |
693
| – | – | 0.05% | 163 |
|
|
2023
Q1 | $113K | Hold |
693
| – | – | 0.05% | 169 |
|
|
2022
Q4 | $109K | Buy |
693
+1
| +0.1% | +$157 | 0.06% | 165 |
|
|
2022
Q3 | $111K | Hold |
692
| – | – | 0.06% | 164 |
|
|
2022
Q2 | $106K | Hold |
692
| – | – | 0.06% | 166 |
|
|
2022
Q1 | $110K | Buy |
692
+192
| +38% | +$30.4K | 0.05% | 181 |
|
|
2021
Q4 | $83.5K | Hold |
500
| – | – | 0.04% | 192 |
|
|
2021
Q3 | $74.7K | Hold |
500
| – | – | 0.04% | 196 |
|
|
2021
Q2 | $70.1K | Sell |
500
-64,010
| -99% | -$8.97M | 0.03% | 223 |
|
|
2021
Q1 | $500K | Buy |
64,510
+64,010
| +12,802% | +$496K | 0.02% | 288 |
|
|
2020
Q4 | $59K | Hold |
500
| – | – | 0.03% | 210 |
|
|
2020
Q3 | $56.6K | Hold |
500
| – | – | 0.04% | 192 |
|
|
2020
Q2 | $53K | Hold |
500
| – | – | 0.04% | 185 |
|
|
2020
Q1 | $46.3K | Hold |
500
| – | – | 0.04% | 172 |
|
|
2019
Q4 | $57K | Buy |
+500
| New | +$57K | 0.04% | 167 |
|