Golden State Equity Partners’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 | $330K | Sell |
1,444
-239
| -14% | -$54.7K | 0.06% | 326 |
|
|
2025
Q1 | $390K | Sell |
1,683
-81
| -5% | -$18.8K | 0.08% | 288 |
|
|
2024
Q4 | $356K | Buy |
1,764
+1,083
| +159% | +$219K | 0.07% | 297 |
|
|
2024
Q3 | $141K | Sell |
681
-1,021
| -60% | -$212K | 0.07% | 231 |
|
|
2024
Q2 | $363K | Buy |
+1,702
| New | +$363K | 0.08% | 282 |
|
|
2023
Q4 | $332K | Buy |
1,854
+124
| +7% | +$22.2K | 0.08% | 258 |
|
|
2023
Q3 | $264K | Sell |
1,730
-8
| -0.5% | -$1.22K | 0.07% | 272 |
|
|
2023
Q2 | $301K | Buy |
1,738
+337
| +24% | +$58.4K | 0.08% | 270 |
|
|
2023
Q1 | $229K | Buy |
+1,401
| New | +$229K | 0.12% | 183 |
|
|
2022
Q1 | $252K | Sell |
1,590
-49
| -3% | -$7.77K | 0.13% | 162 |
|
|
2021
Q4 | $274K | Sell |
1,639
-241
| -13% | -$40.3K | 0.14% | 139 |
|
|
2021
Q3 | $281K | Sell |
1,880
-45
| -2% | -$6.73K | 0.11% | 182 |
|
|
2021
Q2 | $270K | Buy |
1,925
+143
| +8% | +$20.1K | 0.1% | 194 |
|
|
2021
Q1 | $230K | Sell |
1,782
-40
| -2% | -$5.16K | 0.13% | 149 |
|
|
2020
Q4 | $214K | Buy |
+1,822
| New | +$214K | 0.15% | 158 |
|