GeoWealth Management’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 | $647K | Buy |
2,827
+5
| +0.2% | +$1.14K | 0.03% | 351 |
|
|
2025
Q1 | $653K | Sell |
2,822
-1,794
| -39% | -$415K | 0.03% | 373 |
|
|
2024
Q4 | $931K | Sell |
4,616
-468
| -9% | -$94.4K | 0.03% | 312 |
|
|
2024
Q3 | $1.06M | Sell |
5,084
-404
| -7% | -$83.9K | 0.04% | 290 |
|
|
2024
Q2 | $1.17M | Buy |
5,488
+483
| +10% | +$103K | 0.05% | 236 |
|
|
2024
Q1 | $1.07M | Buy |
5,005
+400
| +9% | +$85.3K | 0.04% | 279 |
|
|
2023
Q4 | $825K | Buy |
4,605
+2,939
| +176% | +$527K | 0.07% | 240 |
|
|
2023
Q3 | $254K | Buy |
1,666
+164
| +11% | +$25K | 0.03% | 254 |
|
|
2023
Q2 | $260K | Sell |
1,502
-35
| -2% | -$6.06K | 0.03% | 224 |
|
|
2023
Q1 | $251K | Sell |
1,537
-171
| -10% | -$27.9K | 0.03% | 191 |
|
|
2022
Q4 | $268K | Sell |
1,708
-33
| -2% | -$5.18K | 0.03% | 211 |
|
|
2022
Q3 | $279K | Sell |
1,741
-598
| -26% | -$95.8K | 0.03% | 209 |
|
|
2022
Q2 | $358K | Sell |
2,339
-259
| -10% | -$39.6K | 0.05% | 195 |
|
|
2022
Q1 | $412K | Sell |
2,598
-1,017
| -28% | -$161K | 0.04% | 229 |
|
|
2021
Q4 | $603K | Buy |
3,615
+14
| +0.4% | +$2.34K | 0.05% | 184 |
|
|
2021
Q3 | $538K | Sell |
3,601
-69
| -2% | -$10.3K | 0.04% | 208 |
|
|
2021
Q2 | $514K | Buy |
3,670
+519
| +16% | +$72.7K | 0.07% | 143 |
|
|
2021
Q1 | $407K | Buy |
3,151
+374
| +13% | +$48.3K | 0.06% | 134 |
|
|
2020
Q4 | $336K | Buy |
2,777
+273
| +11% | +$33K | 0.05% | 169 |
|
|
2020
Q3 | $292K | Sell |
2,504
-183
| -7% | -$21.3K | 0.09% | 124 |
|
|
2020
Q2 | $285K | Buy |
+2,687
| New | +$285K | 0.12% | 122 |
|