GRP
Global Retirement Partners’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Buy |
+15,234
| New | +$3.49M | 0.09% | 208 |
|
|
2024
Q4 | $4.74M | Buy |
23,510
+136
| +0.6% | +$27.4K | 0.14% | 150 |
|
|
2024
Q3 | $4.85M | Sell |
23,374
-345
| -1% | -$71.6K | 0.15% | 139 |
|
|
2024
Q2 | $5.06M | Buy |
23,719
+623
| +3% | +$133K | 0.16% | 132 |
|
|
2024
Q1 | $4.92M | Sell |
23,096
-112
| -0.5% | -$23.9K | 0.18% | 117 |
|
|
2023
Q4 | $4.2M | Sell |
23,208
-908
| -4% | -$164K | 0.18% | 125 |
|
|
2023
Q3 | $3.71M | Buy |
24,116
+993
| +4% | +$153K | 0.19% | 113 |
|
|
2023
Q2 | $4.01M | Buy |
23,123
+606
| +3% | +$105K | 0.2% | 114 |
|
|
2023
Q1 | $3.77M | Buy |
22,517
+839
| +4% | +$140K | 0.2% | 114 |
|
|
2022
Q4 | $3.4M | Sell |
21,678
-2,377
| -10% | -$373K | 0.23% | 94 |
|
|
2022
Q3 | $3.81M | Buy |
24,055
+383
| +2% | +$60.7K | 0.29% | 78 |
|
|
2022
Q2 | $3.62M | Sell |
23,672
-610
| -3% | -$93.3K | 0.29% | 82 |
|
|
2022
Q1 | $3.83M | Buy |
+24,282
| New | +$3.83M | 0.3% | 78 |
|
|
2021
Q4 | – | Sell |
-1,613
| Closed | -$241K | – | 1817 |
|
|
2021
Q3 | $241K | Buy |
1,613
+182
| +13% | +$27.2K | 0.02% | 434 |
|
|
2021
Q2 | $200K | Buy |
1,431
+34
| +2% | +$4.75K | 0.02% | 454 |
|
|
2021
Q1 | $180K | Sell |
1,397
-1,772
| -56% | -$228K | 0.02% | 433 |
|
|
2020
Q4 | $374K | Sell |
3,169
-412
| -12% | -$48.6K | 0.05% | 283 |
|
|
2020
Q3 | $405K | Sell |
3,581
-700
| -16% | -$79.2K | 0.06% | 257 |
|
|
2020
Q2 | $453K | Sell |
4,281
-7,246
| -63% | -$767K | 0.07% | 237 |
|
|
2020
Q1 | $1.07M | Sell |
11,527
-1,285
| -10% | -$119K | 0.2% | 109 |
|
|
2019
Q4 | $1.46M | Sell |
12,812
-3,208
| -20% | -$366K | 0.22% | 94 |
|
|
2019
Q3 | $1.84M | Buy |
16,020
+8,859
| +124% | +$1.02M | 0.3% | 78 |
|
|
2019
Q2 | $826K | Buy |
7,161
+1,169
| +20% | +$135K | 0.16% | 131 |
|
|
2019
Q1 | $623K | Sell |
5,992
-797
| -12% | -$82.9K | 0.15% | 125 |
|
|
2018
Q4 | $604K | Buy |
6,789
+5,932
| +692% | +$528K | 0.15% | 130 |
|
|
2018
Q3 | $77K | Buy |
857
+125
| +17% | +$11.2K | 0.02% | 461 |
|
|
2018
Q2 | $60K | Buy |
732
+24
| +3% | +$1.97K | 0.02% | 504 |
|
|
2018
Q1 | $60K | Buy |
708
+543
| +329% | +$46K | 0.02% | 484 |
|
|
2017
Q4 | $14K | Sell |
165
-100
| -38% | -$8.49K | ﹤0.01% | 814 |
|
|
2017
Q3 | $21K | Hold |
265
| – | – | 0.01% | 639 |
|
|
2017
Q2 | $19K | Hold |
265
| – | – | 0.01% | 622 |
|
|
2017
Q1 | $19K | Hold |
265
| – | – | 0.01% | 572 |
|
|
2016
Q4 | $19K | Buy |
+265
| New | +$19K | 0.01% | 531 |
|