Greystone Financial Group’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 | $10.7M | Buy |
46,929
+5,269
| +13% | +$1.21M | 1.77% | 24 |
|
|
2025
Q1 | $9.64M | Buy |
41,660
+5,054
| +14% | +$1.17M | 1.75% | 24 |
|
|
2024
Q4 | $7.39M | Buy |
+36,606
| New | +$7.39M | 1.28% | 33 |
|
|
2022
Q1 | – | Sell |
-24,822
| Closed | -$4.14M | – | 95 |
|
|
2021
Q4 | $4.14M | Sell |
24,822
-12,517
| -34% | -$2.09M | 0.99% | 40 |
|
|
2021
Q3 | $5.58M | Sell |
37,339
-14,155
| -27% | -$2.11M | 1.66% | 21 |
|
|
2021
Q2 | $7.22M | Buy |
51,494
+193
| +0.4% | +$27K | 1.79% | 17 |
|
|
2021
Q1 | $7.24M | Buy |
+51,301
| New | +$7.24M | 1.82% | 19 |
|