Gen-Wealth 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 | $267K | Sell |
1,169
-56
| -5% | -$12.8K | 0.1% | 185 |
|
|
2025
Q1 | $284K | Sell |
1,225
-13
| -1% | -$3.01K | 0.12% | 170 |
|
|
2024
Q4 | $250K | Buy |
1,238
+29
| +2% | +$5.85K | 0.11% | 186 |
|
|
2024
Q3 | $260K | Buy |
1,209
+31
| +3% | +$6.66K | 0.11% | 188 |
|
|
2024
Q2 | $251K | Buy |
1,178
+104
| +10% | +$22.2K | 0.12% | 174 |
|
|
2024
Q1 | $229K | Buy |
+1,074
| New | +$229K | 0.11% | 190 |
|