Golden State Wealth 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 | $194K | Buy |
849
+60
| +8% | +$13.7K | 0.02% | 363 |
|
|
2025
Q1 | $183K | Buy |
789
+232
| +42% | +$53.8K | 0.03% | 352 |
|
|
2024
Q4 | $113K | Buy |
+557
| New | +$113K | 0.02% | 410 |
|
|
2022
Q1 | $884K | Sell |
5,578
-1,478
| -21% | -$234K | 0.17% | 120 |
|
|
2021
Q4 | $1.18M | Buy |
7,056
+1,412
| +25% | +$236K | 0.2% | 104 |
|
|
2021
Q3 | $843K | Sell |
5,644
-9
| -0.2% | -$1.34K | 0.18% | 109 |
|
|
2021
Q2 | $792K | Buy |
+5,653
| New | +$792K | 0.17% | 114 |
|
|
2021
Q1 | – | Sell |
-2,105
| Closed | -$248K | – | 245 |
|
|
2020
Q4 | $248K | Buy |
+2,105
| New | +$248K | 0.07% | 205 |
|
|
2020
Q3 | – | Sell |
-2,137
| Closed | -$226K | – | 462 |
|
|
2020
Q2 | $226K | Buy |
2,137
+1,716
| +408% | +$181K | 0.07% | 166 |
|
|
2020
Q1 | $39K | Buy |
+421
| New | +$39K | 0.02% | 402 |
|
|
2019
Q4 | – | Sell |
-664
| Closed | -$76K | – | 950 |
|
|
2019
Q3 | $76K | Buy |
664
+432
| +186% | +$49.4K | 0.03% | 356 |
|
|
2019
Q2 | $26K | Sell |
232
-205
| -47% | -$23K | 0.01% | 572 |
|
|
2019
Q1 | $45K | Buy |
+437
| New | +$45K | 0.02% | 472 |
|