GeoWealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $635K | Sell |
2,763
-202
| -7% | -$46.4K | 0.02% | 414 |
|
|
2025
Q4 | $652K | Buy |
2,965
+146
| +5% | +$31.1K | 0.02% | 381 |
|
|
2025
Q3 | $623K | Sell |
2,819
-8
| -0.3% | -$1.8K | 0.02% | 400 |
|
|
2025
Q2 | $647K | Buy |
2,827
+5
| +0.2% | +$1.16K | 0.03% | 351 |
|
|
2025
Q1 | $653K | Sell |
2,822
-1,794
| -39% | -$397K | 0.03% | 373 |
|
|
2024
Q4 | $931K | Sell |
4,616
-468
| -9% | -$101K | 0.03% | 312 |
|
|
2024
Q3 | $1.06M | Sell |
5,084
-404
| -7% | -$84.3K | 0.04% | 290 |
|
|
2024
Q2 | $1.17M | Buy |
5,488
+483
| +10% | +$100K | 0.05% | 236 |
|
|
2024
Q1 | $1.07M | Buy |
5,005
+400
| +9% | +$78.6K | 0.04% | 279 |
|
|
2023
Q4 | $825K | Buy |
4,605
+2,939
| +176% | +$493K | 0.07% | 240 |
|
|
2023
Q3 | $254K | Buy |
1,666
+164
| +11% | +$26.5K | 0.03% | 254 |
|
|
2023
Q2 | $260K | Sell |
1,502
-35
| -2% | -$5.79K | 0.03% | 224 |
|
|
2023
Q1 | $251K | Sell |
1,537
-171
| -10% | -$26.2K | 0.03% | 191 |
|
|
2022
Q4 | $268K | Sell |
1,708
-33
| -2% | -$5.31K | 0.03% | 211 |
|
|
2022
Q3 | $279K | Sell |
1,741
-598
| -26% | -$98.7K | 0.03% | 209 |
|
|
2022
Q2 | $358K | Sell |
2,339
-259
| -10% | -$40.6K | 0.05% | 195 |
|
|
2022
Q1 | $412K | Sell |
2,598
-1,017
| -28% | -$154K | 0.04% | 229 |
|
|
2021
Q4 | $603K | Buy |
3,615
+14
| +0.4% | +$2.25K | 0.05% | 184 |
|
|
2021
Q3 | $538K | Sell |
3,601
-69
| -2% | -$10.3K | 0.04% | 208 |
|
|
2021
Q2 | $514K | Buy |
3,670
+519
| +16% | +$71.7K | 0.07% | 143 |
|
|
2021
Q1 | $407K | Buy |
3,151
+374
| +13% | +$43.7K | 0.06% | 134 |
|
|
2020
Q4 | $336K | Buy |
2,777
+273
| +11% | +$31.8K | 0.05% | 169 |
|
|
2020
Q3 | $292K | Sell |
2,504
-183
| -7% | -$20.2K | 0.09% | 124 |
|
|
2020
Q2 | $285K | Buy |
+2,687
| New | +$271K | 0.12% | 122 |
|
Other funds holding WM
VCM
VPM
