Householder Group Estate & Retirement Specialist’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 | $276K | Sell |
1,370
-2,679
| -66% | -$540K | 0.21% | 80 |
|
|
2024
Q3 | $840K | Sell |
4,049
-230
| -5% | -$47.7K | 0.24% | 92 |
|
|
2024
Q2 | $912K | Buy |
4,279
+346
| +9% | +$73.7K | 0.26% | 84 |
|
|
2024
Q1 | $839K | Buy |
3,933
+919
| +30% | +$196K | 0.25% | 87 |
|
|
2023
Q4 | $539K | Sell |
3,014
-1,481
| -33% | -$265K | 0.18% | 111 |
|
|
2023
Q3 | $685K | Buy |
+4,495
| New | +$685K | 0.25% | 82 |
|
|
2023
Q1 | $808K | Sell |
4,949
-240
| -5% | -$39.2K | 0.31% | 72 |
|
|
2022
Q4 | $814K | Sell |
5,189
-301
| -5% | -$47.2K | 1.21% | 18 |
|
|
2022
Q3 | $879K | Buy |
5,490
+687
| +14% | +$110K | 0.36% | 63 |
|
|
2022
Q2 | $735K | Buy |
+4,803
| New | +$735K | 0.33% | 69 |
|