JFS Wealth Advisors’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 | $361K | Buy |
1,580
+1,001
| +173% | +$229K | 0.02% | 238 |
|
|
2025
Q1 | $134K | Buy |
579
+214
| +59% | +$49.5K | 0.01% | 339 |
|
|
2024
Q4 | $73.7K | Buy |
365
+1
| +0.3% | +$202 | 0.01% | 398 |
|
|
2024
Q3 | $75.6K | Buy |
364
+133
| +58% | +$27.6K | 0.01% | 404 |
|
|
2024
Q2 | $49.3K | Sell |
231
-3
| -1% | -$640 | ﹤0.01% | 415 |
|
|
2024
Q1 | $49.9K | Buy |
234
+23
| +11% | +$4.9K | ﹤0.01% | 426 |
|
|
2023
Q4 | $37.8K | Buy |
211
+26
| +14% | +$4.66K | ﹤0.01% | 456 |
|
|
2023
Q3 | $28.2K | Buy |
185
+2
| +1% | +$305 | ﹤0.01% | 469 |
|
|
2023
Q2 | $31.7K | Sell |
183
-6
| -3% | -$1.04K | ﹤0.01% | 439 |
|
|
2023
Q1 | $30.8K | Hold |
189
| – | – | ﹤0.01% | 439 |
|
|
2022
Q4 | $29.7K | Sell |
189
-540
| -74% | -$84.7K | ﹤0.01% | 448 |
|
|
2022
Q3 | $117K | Sell |
729
-23
| -3% | -$3.69K | 0.01% | 266 |
|
|
2022
Q2 | $115K | Buy |
752
+64
| +9% | +$9.79K | 0.01% | 267 |
|
|
2022
Q1 | $109K | Buy |
688
+65
| +10% | +$10.3K | 0.01% | 292 |
|
|
2021
Q4 | $104K | Buy |
623
+33
| +6% | +$5.51K | 0.01% | 298 |
|
|
2021
Q3 | $88K | Buy |
590
+537
| +1,013% | +$80.1K | 0.01% | 334 |
|
|
2021
Q2 | $7K | Hold |
53
| – | – | ﹤0.01% | 478 |
|
|
2021
Q1 | $7K | Hold |
53
| – | – | ﹤0.01% | 450 |
|
|
2020
Q4 | $6K | Buy |
+53
| New | +$6K | ﹤0.01% | 460 |
|
|
2015
Q3 | – | Sell |
-225
| Closed | -$10K | – | 578 |
|
|
2015
Q2 | $10K | Hold |
225
| – | – | 0.01% | 364 |
|
|
2015
Q1 | $12K | Sell |
225
-8
| -3% | -$427 | 0.01% | 344 |
|
|
2014
Q4 | $12K | Sell |
233
-45
| -16% | -$2.32K | ﹤0.01% | 357 |
|
|
2014
Q3 | $13K | Buy |
278
+42
| +18% | +$1.96K | ﹤0.01% | 311 |
|
|
2014
Q2 | $11K | Buy |
+236
| New | +$11K | ﹤0.01% | 324 |
|