Foundations Investment Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
6,032
+1,825
| +43% | +$418K | 0.02% | 363 |
|
|
2025
Q1 | $974K | Sell |
4,207
-2
| -0% | -$463 | 0.02% | 408 |
|
|
2024
Q4 | $849K | Buy |
4,209
+1,316
| +45% | +$266K | 0.02% | 434 |
|
|
2024
Q3 | $601K | Buy |
2,893
+697
| +32% | +$145K | 0.01% | 478 |
|
|
2024
Q2 | $469K | Buy |
2,196
+581
| +36% | +$124K | 0.01% | 510 |
|
|
2024
Q1 | $344K | Sell |
1,615
-1,122
| -41% | -$239K | 0.01% | 546 |
|
|
2023
Q4 | $516K | Buy |
2,737
+15
| +0.6% | +$2.83K | 0.01% | 433 |
|
|
2023
Q3 | $415K | Buy |
2,722
+1,407
| +107% | +$215K | 0.01% | 433 |
|
|
2023
Q2 | $228K | Buy |
+1,315
| New | +$228K | 0.01% | 522 |
|
|
2022
Q2 | – | Sell |
-1,774
| Closed | -$282K | – | 424 |
|
|
2022
Q1 | $282K | Sell |
1,774
-6
| -0.3% | -$954 | 0.01% | 283 |
|
|
2021
Q4 | $284K | Buy |
1,780
+397
| +29% | +$63.3K | 0.01% | 287 |
|
|
2021
Q3 | $207K | Buy |
+1,383
| New | +$207K | 0.01% | 300 |
|