GC Wealth Management RIA’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 | $995K | Buy |
4,348
+1,872
| +76% | +$428K | 0.08% | 206 |
|
|
2025
Q1 | $573K | Buy |
2,476
+171
| +7% | +$39.6K | 0.11% | 164 |
|
|
2024
Q4 | $465K | Buy |
2,305
+4
| +0.2% | +$807 | 0.08% | 188 |
|
|
2024
Q3 | $478K | Sell |
2,301
-77
| -3% | -$16K | 0.08% | 198 |
|
|
2024
Q2 | $507K | Buy |
2,378
+3
| +0.1% | +$640 | 0.1% | 167 |
|
|
2024
Q1 | $506K | Buy |
2,375
+384
| +19% | +$81.9K | 0.1% | 167 |
|
|
2023
Q4 | $357K | Buy |
+1,991
| New | +$357K | 0.16% | 141 |
|