Forum Financial 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
Q2 | $672K | Sell |
2,936
-203
| -6% | -$46.5K | 0.01% | 311 |
|
|
2025
Q1 | $727K | Sell |
3,139
-11
| -0.3% | -$2.55K | 0.01% | 261 |
|
|
2024
Q4 | $636K | Buy |
3,150
+549
| +21% | +$111K | 0.01% | 305 |
|
|
2024
Q3 | $540K | Buy |
2,601
+12
| +0.5% | +$2.49K | 0.01% | 305 |
|
|
2024
Q2 | $552K | Buy |
2,589
+181
| +8% | +$38.6K | 0.01% | 280 |
|
|
2024
Q1 | $513K | Sell |
2,408
-165
| -6% | -$35.2K | 0.01% | 316 |
|
|
2023
Q4 | $461K | Sell |
2,573
-194
| -7% | -$34.7K | 0.01% | 308 |
|
|
2023
Q3 | $422K | Buy |
2,767
+19
| +0.7% | +$2.9K | 0.01% | 326 |
|
|
2023
Q2 | $477K | Buy |
2,748
+513
| +23% | +$89K | 0.01% | 307 |
|
|
2023
Q1 | $365K | Buy |
2,235
+42
| +2% | +$6.85K | 0.01% | 345 |
|
|
2022
Q4 | $344K | Sell |
2,193
-37
| -2% | -$5.81K | 0.01% | 353 |
|
|
2022
Q3 | $357K | Buy |
2,230
+26
| +1% | +$4.16K | 0.02% | 300 |
|
|
2022
Q2 | $337K | Buy |
2,204
+54
| +3% | +$8.26K | 0.02% | 320 |
|
|
2022
Q1 | $340K | Hold |
2,150
| – | – | 0.02% | 342 |
|
|
2021
Q4 | $359K | Buy |
+2,150
| New | +$359K | 0.02% | 337 |
|