Global Financial Private Client’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 | $352K | Buy |
1,530
+63
| +4% | +$14.5K | 0.12% | 185 |
|
|
2025
Q4 | $322K | Buy |
1,467
+17
| +1% | +$3.62K | 0.11% | 184 |
|
|
2025
Q3 | $320K | Buy |
1,450
+28
| +2% | +$6.31K | 0.11% | 187 |
|
|
2025
Q2 | $325K | Buy |
1,422
+93
| +7% | +$21.6K | 0.12% | 175 |
|
|
2025
Q1 | $308K | Sell |
1,329
-32
| -2% | -$7.09K | 0.12% | 171 |
|
|
2024
Q4 | $275K | Buy |
1,361
+7
| +0.5% | +$1.5K | 0.1% | 175 |
|
|
2024
Q3 | $281K | Buy |
1,354
+97
| +8% | +$20.2K | 0.11% | 172 |
|
|
2024
Q2 | $268K | Hold |
1,257
| – | – | 0.11% | 167 |
|
|
2024
Q1 | $268K | Hold |
1,257
| – | – | 0.12% | 160 |
|
|
2023
Q4 | $225K | Sell |
1,257
-9
| -0.7% | -$1.51K | 0.11% | 167 |
|
|
2023
Q3 | $191K | Hold |
1,266
| – | – | 0.1% | 167 |
|
|
2023
Q2 | $217K | Hold |
1,266
| – | – | 0.11% | 164 |
|
|
2023
Q1 | $207K | Sell |
1,266
-3,067
| -71% | -$470K | 0.11% | 154 |
|
|
2022
Q4 | $680K | Buy |
4,333
+1,427
| +49% | +$230K | 0.38% | 63 |
|
|
2022
Q3 | $480K | Buy |
2,906
+1,664
| +134% | +$275K | 0.28% | 82 |
|
|
2022
Q2 | $193K | Hold |
1,242
| – | – | 0.11% | 136 |
|
|
2022
Q1 | $198K | Hold |
1,242
| – | – | 0.1% | 143 |
|
|
2021
Q4 | $207K | Hold |
1,242
| – | – | 0.1% | 139 |
|
|
2021
Q3 | $186K | Hold |
1,242
| – | – | 0.1% | 145 |
|
|
2021
Q2 | $175K | Hold |
1,242
| – | – | 0.1% | 144 |
|
|
2021
Q1 | $161K | Hold |
1,242
| – | – | 0.12% | 127 |
|
|
2020
Q4 | $146K | Hold |
1,242
| – | – | 0.12% | 119 |
|
|
2020
Q3 | $140K | Hold |
1,242
| – | – | 0.12% | 118 |
|
|
2020
Q2 | $131K | Buy |
1,242
+550
| +79% | +$55.5K | 0.11% | 135 |
|
|
2020
Q1 | $61.2K | Sell |
692
-149
| -18% | -$17.1K | 0.06% | 186 |
|
|
2019
Q4 | $95.8K | Buy |
+841
| New | +$95K | 0.08% | 174 |
|
Other funds holding WM
VCM
VPM
