Founders Financial Alliance’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 | $1.1M | Sell |
4,809
-176
| -4% | -$40.3K | 0.25% | 95 |
|
|
2025
Q1 | $1.15M | Buy |
4,985
+175
| +4% | +$40.5K | 0.28% | 83 |
|
|
2024
Q4 | $971K | Buy |
4,810
+840
| +21% | +$169K | 0.27% | 85 |
|
|
2024
Q3 | $824K | Sell |
3,970
-7
| -0.2% | -$1.45K | 0.23% | 97 |
|
|
2024
Q2 | $848K | Sell |
3,977
-47
| -1% | -$10K | 0.25% | 92 |
|
|
2024
Q1 | $858K | Sell |
4,024
-109
| -3% | -$23.2K | 0.26% | 91 |
|
|
2023
Q4 | $740K | Sell |
4,133
-17
| -0.4% | -$3.05K | 0.29% | 79 |
|
|
2023
Q3 | $633K | Sell |
4,150
-187
| -4% | -$28.5K | 0.28% | 83 |
|
|
2023
Q2 | $752K | Buy |
4,337
+135
| +3% | +$23.4K | 0.3% | 80 |
|
|
2023
Q1 | $694K | Sell |
4,202
-54
| -1% | -$8.91K | 0.35% | 70 |
|
|
2022
Q4 | $668K | Sell |
4,256
-93
| -2% | -$14.6K | 0.31% | 76 |
|
|
2022
Q3 | $697K | Buy |
+4,349
| New | +$697K | 0.35% | 70 |
|
|
2022
Q2 | – | Sell |
-4,397
| Closed | -$697K | – | 546 |
|
|
2022
Q1 | $697K | Sell |
4,397
-43
| -1% | -$6.82K | 0.31% | 76 |
|
|
2021
Q4 | $741K | Buy |
4,440
+31
| +0.7% | +$5.17K | 0.3% | 81 |
|
|
2021
Q3 | $658K | Sell |
4,409
-64
| -1% | -$9.55K | 0.31% | 81 |
|
|
2021
Q2 | $627K | Buy |
4,473
+317
| +8% | +$44.4K | 0.29% | 82 |
|
|
2021
Q1 | $538K | Buy |
4,156
+206
| +5% | +$26.7K | 0.27% | 85 |
|
|
2020
Q4 | $465K | Buy |
3,950
+454
| +13% | +$53.4K | 0.26% | 88 |
|
|
2020
Q3 | $396K | Buy |
+3,496
| New | +$396K | 0.24% | 91 |
|