HBC Financial Services’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $60K | Hold |
300
| – | – | 0.04% | 69 |
|
|
2024
Q3 | $64K | Hold |
300
| – | – | 0.04% | 69 |
|
|
2024
Q2 | $60K | Hold |
300
| – | – | 0.04% | 68 |
|
|
2024
Q1 | $62K | Hold |
300
| – | – | 0.04% | 59 |
|
|
2023
Q4 | $53K | Sell |
300
-5,571
| -95% | -$984K | 0.04% | 65 |
|
|
2023
Q3 | $63K | Buy |
5,871
+5,571
| +1,857% | +$59.8K | 0.05% | 52 |
|
|
2023
Q2 | $49K | Hold |
300
| – | – | 0.03% | 66 |
|
|
2023
Q1 | $49K | Hold |
300
| – | – | 0.04% | 67 |
|
|
2022
Q4 | $47K | Buy |
+300
| New | +$47K | 0.04% | 65 |
|
|
2021
Q4 | – | Sell |
-1,150
| Closed | -$54K | – | 194 |
|
|
2021
Q3 | $54K | Buy |
1,150
+50
| +5% | +$2.35K | 0.04% | 54 |
|
|
2021
Q2 | $48K | Buy |
1,100
+779
| +243% | +$34K | 0.03% | 66 |
|
|
2021
Q1 | $43.2K | Sell |
321
-150
| -32% | -$20.2K | 0.03% | 76 |
|
|
2020
Q4 | $56K | Buy |
471
+150
| +47% | +$17.8K | 0.04% | 59 |
|
|
2020
Q3 | $39K | Hold |
321
| – | – | 0.03% | 74 |
|
|
2020
Q2 | $34K | Hold |
321
| – | – | 0.03% | 74 |
|
|
2020
Q1 | $28K | Hold |
321
| – | – | 0.03% | 71 |
|
|
2019
Q4 | $37K | Buy |
+321
| New | +$37K | 0.03% | 85 |
|