Jeppson 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 | $479K | Sell |
2,092
-785
| -27% | -$180K | 0.17% | 124 |
|
|
2025
Q1 | $666K | Hold |
2,877
| – | – | 0.24% | 96 |
|
|
2024
Q4 | $581K | Sell |
2,877
-25
| -0.9% | -$5.05K | 0.21% | 109 |
|
|
2024
Q3 | $602K | Hold |
2,902
| – | – | 0.22% | 107 |
|
|
2024
Q2 | $619K | Sell |
2,902
-75
| -3% | -$16K | 0.24% | 94 |
|
|
2024
Q1 | $635K | Sell |
2,977
-12
| -0.4% | -$2.56K | 0.25% | 96 |
|
|
2023
Q4 | $535K | Buy |
2,989
+225
| +8% | +$40.3K | 0.22% | 104 |
|
|
2023
Q3 | $421K | Sell |
2,764
-1,588
| -36% | -$242K | 0.19% | 117 |
|
|
2023
Q2 | $755K | Hold |
4,352
| – | – | 0.33% | 78 |
|
|
2023
Q1 | $710K | Sell |
4,352
-520
| -11% | -$84.8K | 0.31% | 81 |
|
|
2022
Q4 | $764K | Hold |
4,872
| – | – | 0.32% | 69 |
|
|
2022
Q3 | $781K | Hold |
4,872
| – | – | 0.35% | 65 |
|
|
2022
Q2 | $745K | Buy |
4,872
+444
| +10% | +$67.9K | 0.32% | 72 |
|
|
2022
Q1 | $701K | Sell |
4,428
-8
| -0.2% | -$1.27K | 0.33% | 74 |
|
|
2021
Q4 | $740K | Hold |
4,436
| – | – | 0.36% | 68 |
|
|
2021
Q3 | $662K | Sell |
4,436
-50
| -1% | -$7.46K | 0.35% | 68 |
|
|
2021
Q2 | $628K | Hold |
4,486
| – | – | 0.34% | 71 |
|
|
2021
Q1 | $578K | Sell |
4,486
-5
| -0.1% | -$644 | 0.34% | 68 |
|
|
2020
Q4 | $530K | Buy |
4,491
+40
| +0.9% | +$4.72K | 0.35% | 67 |
|
|
2020
Q3 | $504K | Buy |
+4,451
| New | +$504K | 0.39% | 64 |
|