Guardian 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 | $3.44M | Buy |
15,039
+17
| +0.1% | +$3.89K | 2.29% | 15 |
|
|
2025
Q1 | $3.48M | Buy |
15,022
+495
| +3% | +$115K | 2.32% | 14 |
|
|
2024
Q4 | $2.93M | Sell |
14,527
-141
| -1% | -$28.5K | 2% | 15 |
|
|
2024
Q3 | $3.05M | Buy |
14,668
+120
| +0.8% | +$24.9K | 2.15% | 15 |
|
|
2024
Q2 | $3.1M | Buy |
14,548
+98
| +0.7% | +$20.9K | 2.37% | 14 |
|
|
2024
Q1 | $3.08M | Buy |
14,450
+8
| +0.1% | +$1.71K | 2.37% | 14 |
|
|
2023
Q4 | $2.59M | Buy |
14,442
+88
| +0.6% | +$15.8K | 2.19% | 15 |
|
|
2023
Q3 | $2.19M | Buy |
14,354
+12
| +0.1% | +$1.83K | 2.05% | 17 |
|
|
2023
Q2 | $2.49M | Buy |
14,342
+320
| +2% | +$55.5K | 2.27% | 12 |
|
|
2023
Q1 | $2.29M | Buy |
14,022
+274
| +2% | +$44.7K | 2.2% | 13 |
|
|
2022
Q4 | $2.16M | Sell |
13,748
-44
| -0.3% | -$6.9K | 2.12% | 14 |
|
|
2022
Q3 | $2.21M | Buy |
13,792
+235
| +2% | +$37.7K | 2.5% | 8 |
|
|
2022
Q2 | $2.07M | Buy |
13,557
+509
| +4% | +$77.9K | 2.23% | 10 |
|
|
2022
Q1 | $2.07M | Buy |
13,048
+167
| +1% | +$26.5K | 2.05% | 12 |
|
|
2021
Q4 | $2.15M | Buy |
+12,881
| New | +$2.15M | 2.07% | 14 |
|