Fort Point Capital 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 | $610K | Buy |
2,667
+28
| +1% | +$6.41K | 0.04% | 186 |
|
2025
Q1 | $611K | Sell |
2,639
-7
| -0.3% | -$1.62K | 0.07% | 171 |
|
2024
Q4 | $534K | Sell |
2,646
-19
| -0.7% | -$3.83K | 0.06% | 186 |
|
2024
Q3 | $553K | Sell |
2,665
-19
| -0.7% | -$3.94K | 0.07% | 169 |
|
2024
Q2 | $573K | Buy |
2,684
+25
| +0.9% | +$5.33K | 0.07% | 178 |
|
2024
Q1 | $567K | Hold |
2,659
| – | – | 0.08% | 179 |
|
2023
Q4 | $476K | Buy |
2,659
+7
| +0.3% | +$1.25K | 0.07% | 171 |
|
2023
Q3 | $404K | Hold |
2,652
| – | – | 0.06% | 160 |
|
2023
Q2 | $460K | Buy |
2,652
+10
| +0.4% | +$1.73K | 0.06% | 154 |
|
2023
Q1 | $431K | Buy |
2,642
+17
| +0.6% | +$2.77K | 0.07% | 168 |
|
2022
Q4 | $412K | Buy |
2,625
+20
| +0.8% | +$3.14K | 0.06% | 161 |
|
2022
Q3 | $417K | Buy |
2,605
+40
| +2% | +$6.4K | 0.07% | 157 |
|
2022
Q2 | $392K | Hold |
2,565
| – | – | 0.06% | 172 |
|
2022
Q1 | $407K | Buy |
2,565
+100
| +4% | +$15.9K | 0.06% | 192 |
|
2021
Q4 | $411K | Hold |
2,465
| – | – | 0.06% | 182 |
|
2021
Q3 | $368K | Buy |
+2,465
| New | +$368K | 0.06% | 165 |
|