Gerber Kawasaki Wealth & Investment 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 | $368K | Buy |
1,609
+106
| +7% | +$24.3K | 0.01% | 231 |
|
2025
Q1 | $348K | Buy |
1,503
+10
| +0.7% | +$2.32K | 0.02% | 225 |
|
2024
Q4 | $301K | Buy |
1,493
+48
| +3% | +$9.69K | 0.01% | 232 |
|
2024
Q3 | $300K | Buy |
1,445
+36
| +3% | +$7.48K | 0.01% | 231 |
|
2024
Q2 | $301K | Buy |
1,409
+10
| +0.7% | +$2.13K | 0.02% | 224 |
|
2024
Q1 | $298K | Buy |
1,399
+102
| +8% | +$21.8K | 0.02% | 224 |
|
2023
Q4 | $232K | Sell |
1,297
-163
| -11% | -$29.2K | 0.01% | 237 |
|
2023
Q3 | $223K | Buy |
1,460
+248
| +20% | +$37.8K | 0.02% | 231 |
|
2023
Q2 | $210K | Buy |
+1,212
| New | +$210K | 0.01% | 238 |
|
2021
Q4 | – | Sell |
-767
| Closed | -$114K | – | 1110 |
|
2021
Q3 | $114K | Buy |
+767
| New | +$114K | 0.01% | 226 |
|