Graves Light Lenhart Wealth’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 | $250K | Hold |
1,095
| – | – | 0.03% | 164 |
|
|
2025
Q1 | $253K | Buy |
1,095
+7
| +0.6% | +$1.62K | 0.03% | 156 |
|
|
2024
Q4 | $219K | Hold |
1,088
| – | – | 0.03% | 170 |
|
|
2024
Q3 | $226K | Hold |
1,088
| – | – | 0.03% | 170 |
|
|
2024
Q2 | $228K | Buy |
1,088
+1
| +0.1% | +$209 | 0.03% | 165 |
|
|
2024
Q1 | $232K | Sell |
1,087
-350
| -24% | -$74.6K | 0.03% | 164 |
|
|
2023
Q4 | $257K | Hold |
1,437
| – | – | 0.03% | 157 |
|
|
2023
Q3 | $223K | Hold |
1,437
| – | – | 0.03% | 159 |
|
|
2023
Q2 | $249K | Hold |
1,437
| – | – | 0.03% | 156 |
|
|
2023
Q1 | $235K | Hold |
1,437
| – | – | 0.04% | 149 |
|
|
2022
Q4 | $225K | Hold |
1,437
| – | – | 0.03% | 152 |
|
|
2022
Q3 | $230K | Hold |
1,437
| – | – | 0.04% | 153 |
|
|
2022
Q2 | $220K | Hold |
1,437
| – | – | 0.03% | 159 |
|
|
2022
Q1 | $228K | Sell |
1,437
-235
| -14% | -$37.3K | 0.03% | 166 |
|
|
2021
Q4 | $279K | Hold |
1,672
| – | – | 0.04% | 161 |
|
|
2021
Q3 | $250K | Hold |
1,672
| – | – | 0.04% | 158 |
|
|
2021
Q2 | $234K | Sell |
1,672
-55
| -3% | -$7.7K | 0.04% | 164 |
|
|
2021
Q1 | $223K | Buy |
1,727
+50
| +3% | +$6.46K | 0.04% | 170 |
|
|
2020
Q4 | $198K | Buy |
+1,677
| New | +$198K | 0.04% | 168 |
|