Jones Financial Companies’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 | $6.91M | Buy |
30,269
+10,224
| +51% | +$2.33M | 0.01% | 424 |
|
|
2025
Q1 | $4.57M | Buy |
20,045
+5,791
| +41% | +$1.32M | ﹤0.01% | 445 |
|
|
2024
Q4 | $2.88M | Buy |
14,254
+7,342
| +106% | +$1.48M | ﹤0.01% | 475 |
|
|
2024
Q3 | $1.42M | Buy |
6,912
+4,436
| +179% | +$913K | ﹤0.01% | 516 |
|
|
2024
Q2 | $528K | Buy |
2,476
+1,216
| +97% | +$259K | ﹤0.01% | 549 |
|
|
2024
Q1 | $268K | Buy |
1,260
+767
| +156% | +$163K | ﹤0.01% | 418 |
|
|
2023
Q4 | $88.3K | Sell |
493
-107
| -18% | -$19.2K | ﹤0.01% | 415 |
|
|
2023
Q3 | $91.5K | Buy |
600
+177
| +42% | +$27K | ﹤0.01% | 319 |
|
|
2023
Q2 | $73.4K | Buy |
423
+31
| +8% | +$5.38K | ﹤0.01% | 333 |
|
|
2023
Q1 | $64K | Sell |
392
-108
| -22% | -$17.6K | ﹤0.01% | 337 |
|
|
2022
Q4 | $78K | Hold |
500
| – | – | ﹤0.01% | 315 |
|
|
2022
Q3 | $80K | Sell |
500
-82
| -14% | -$13.1K | ﹤0.01% | 300 |
|
|
2022
Q2 | $89K | Buy |
582
+82
| +16% | +$12.5K | ﹤0.01% | 303 |
|
|
2022
Q1 | $79K | Sell |
500
-2,124
| -81% | -$336K | ﹤0.01% | 318 |
|
|
2021
Q4 | $438K | Buy |
2,624
+2,089
| +390% | +$349K | ﹤0.01% | 194 |
|
|
2021
Q3 | $80K | Sell |
535
-24
| -4% | -$3.59K | ﹤0.01% | 283 |
|
|
2021
Q2 | $78K | Buy |
559
+388
| +227% | +$54.1K | ﹤0.01% | 280 |
|
|
2021
Q1 | $22K | Buy |
171
+59
| +53% | +$7.59K | ﹤0.01% | 450 |
|
|
2020
Q4 | $13K | Buy |
+112
| New | +$13K | ﹤0.01% | 407 |
|