First Personal Financial Services’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $13.7M | Sell |
66,080
-1,194
| -2% | -$248K | 2.9% | 4 |
|
|
2024
Q2 | $14.4M | Buy |
67,274
+460
| +0.7% | +$98.1K | 3.25% | 3 |
|
|
2024
Q1 | $14.2M | Sell |
66,814
-2,054
| -3% | -$438K | 3.3% | 3 |
|
|
2023
Q4 | $12.3M | Sell |
68,868
-704
| -1% | -$126K | 3% | 4 |
|
|
2023
Q3 | $10.6M | Buy |
69,572
+1,604
| +2% | +$245K | 2.76% | 5 |
|
|
2023
Q2 | $11.8M | Buy |
67,968
+1,025
| +2% | +$178K | 2.93% | 3 |
|
|
2023
Q1 | $10.9M | Buy |
66,943
+908
| +1% | +$148K | 2.83% | 4 |
|
|
2022
Q4 | $10.4M | Buy |
66,035
+2,031
| +3% | +$319K | 2.81% | 3 |
|
|
2022
Q3 | $10.3M | Sell |
64,004
-644
| -1% | -$103K | 2.98% | 2 |
|
|
2022
Q2 | $9.89M | Sell |
64,648
-1,139
| -2% | -$174K | 2.77% | 3 |
|
|
2022
Q1 | $10.4M | Buy |
65,787
+1,118
| +2% | +$177K | 2.43% | 10 |
|
|
2021
Q4 | $10.8M | Sell |
64,669
-67
| -0.1% | -$11.2K | 2.42% | 10 |
|
|
2021
Q3 | $9.67M | Buy |
64,736
+720
| +1% | +$108K | 2.4% | 10 |
|
|
2021
Q2 | $8.97M | Buy |
64,016
+749
| +1% | +$105K | 2.29% | 11 |
|
|
2021
Q1 | $8.16M | Buy |
63,267
+2,103
| +3% | +$271K | 2.23% | 11 |
|
|
2020
Q4 | $7.21M | Buy |
61,164
+1,599
| +3% | +$189K | 2.06% | 15 |
|
|
2020
Q3 | $6.74M | Buy |
59,565
+2,432
| +4% | +$275K | 2.14% | 14 |
|
|
2020
Q2 | $6.05M | Buy |
57,133
+98
| +0.2% | +$10.4K | 2.07% | 15 |
|
|
2020
Q1 | $5.28M | Buy |
57,035
+4,398
| +8% | +$407K | 2.04% | 16 |
|
|
2019
Q4 | $6M | Sell |
52,637
-752
| -1% | -$85.7K | 1.94% | 16 |
|
|
2019
Q3 | $6.14M | Buy |
53,389
+1,598
| +3% | +$184K | 1.91% | 14 |
|
|
2019
Q2 | $5.98M | Sell |
51,791
-318
| -0.6% | -$36.7K | 1.71% | 12 |
|
|
2019
Q1 | $5.42M | Sell |
52,109
-930
| -2% | -$96.6K | 1.65% | 17 |
|
|
2018
Q4 | $4.72M | Sell |
53,039
-145
| -0.3% | -$12.9K | 1.63% | 18 |
|
|
2018
Q3 | $4.81M | Sell |
53,184
-2,316
| -4% | -$209K | 1.52% | 18 |
|
|
2018
Q2 | $4.51M | Sell |
55,500
-1,096
| -2% | -$89.1K | 1.51% | 18 |
|
|
2018
Q1 | $4.76M | Sell |
56,596
-9,951
| -15% | -$837K | 1.04% | 25 |
|
|
2017
Q4 | $5.74M | Sell |
66,547
-2,233
| -3% | -$193K | 1.12% | 24 |
|
|
2017
Q3 | $5.38M | Sell |
68,780
-798
| -1% | -$62.5K | 1.14% | 27 |
|
|
2017
Q2 | $5.1M | Buy |
69,578
+15,127
| +28% | +$1.11M | 1.12% | 26 |
|
|
2017
Q1 | $3.97M | Sell |
54,451
-185
| -0.3% | -$13.5K | 0.95% | 35 |
|
|
2016
Q4 | $3.87M | Buy |
54,636
+427
| +0.8% | +$30.3K | 1.02% | 31 |
|
|
2016
Q3 | $3.46M | Buy |
54,209
+380
| +0.7% | +$24.2K | 1.01% | 36 |
|
|
2016
Q2 | $3.57M | Buy |
53,829
+429
| +0.8% | +$28.4K | 1.22% | 30 |
|
|
2016
Q1 | $3.15M | Buy |
53,400
+503
| +1% | +$29.7K | 1.56% | 19 |
|
|
2015
Q4 | $2.82M | Buy |
52,897
+4,847
| +10% | +$259K | 1.59% | 16 |
|
|
2015
Q3 | $2.39M | Buy |
48,050
+949
| +2% | +$47.3K | 1.44% | 20 |
|
|
2015
Q2 | $2.18M | Buy |
47,101
+2,639
| +6% | +$122K | 1.31% | 21 |
|
|
2015
Q1 | $2.41M | Sell |
44,462
-1,220
| -3% | -$66.2K | 1.46% | 16 |
|
|
2014
Q4 | $2.34M | Buy |
+45,682
| New | +$2.34M | 1.37% | 16 |
|