Greatmark Investment 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 | $629K | Hold |
2,750
| – | – | 0.08% | 91 |
|
|
2025
Q1 | $637K | Hold |
2,750
| – | – | 0.09% | 91 |
|
|
2024
Q4 | $555K | Buy |
+2,750
| New | +$555K | 0.08% | 91 |
|
|
2023
Q3 | – | Sell |
-1,375
| Closed | -$238K | – | 134 |
|
|
2023
Q2 | $238K | Hold |
1,375
| – | – | 0.04% | 121 |
|
|
2023
Q1 | $224K | Hold |
1,375
| – | – | 0.04% | 120 |
|
|
2022
Q4 | $216K | Hold |
1,375
| – | – | 0.04% | 116 |
|
|
2022
Q3 | $220K | Hold |
1,375
| – | – | 0.04% | 118 |
|
|
2022
Q2 | $210K | Buy |
+1,375
| New | +$210K | 0.04% | 125 |
|
|
2022
Q1 | – | Sell |
-1,260
| Closed | -$210K | – | 143 |
|
|
2021
Q4 | $210K | Buy |
+1,260
| New | +$210K | 0.04% | 130 |
|