Journey Advisory Group’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 | $8.75M | Buy |
38,222
+251
| +0.7% | +$57.4K | 0.68% | 35 |
|
|
2025
Q1 | $8.79M | Buy |
37,971
+3,170
| +9% | +$734K | 0.72% | 34 |
|
|
2024
Q4 | $7.42M | Hold |
34,801
| – | – | 0.89% | 33 |
|
|
2024
Q3 | $7.42M | Hold |
34,801
| – | – | 0.89% | 33 |
|
|
2024
Q2 | $7.42M | Buy |
34,801
+901
| +3% | +$192K | 0.89% | 33 |
|
|
2024
Q1 | $7.23M | Buy |
33,900
+1,006
| +3% | +$214K | 0.89% | 31 |
|
|
2023
Q4 | $5.89M | Sell |
32,894
-117
| -0.4% | -$21K | 0.8% | 36 |
|
|
2023
Q3 | $5.03M | Buy |
33,011
+932
| +3% | +$142K | 0.75% | 39 |
|
|
2023
Q2 | $5.56M | Buy |
32,079
+1,857
| +6% | +$322K | 0.83% | 37 |
|
|
2023
Q1 | $4.93M | Buy |
30,222
+6,918
| +30% | +$1.13M | 0.77% | 36 |
|
|
2022
Q4 | $3.66M | Buy |
23,304
+2,555
| +12% | +$401K | 0.91% | 28 |
|
|
2022
Q3 | $3.32M | Buy |
20,749
+1,540
| +8% | +$247K | 0.85% | 24 |
|
|
2022
Q2 | $3.14M | Buy |
19,209
+9,993
| +108% | +$1.63M | 0.72% | 35 |
|
|
2022
Q1 | $1.46M | Buy |
9,216
+1,603
| +21% | +$254K | 0.37% | 64 |
|
|
2021
Q4 | $1.27M | Buy |
7,613
+2,269
| +42% | +$379K | 0.35% | 69 |
|
|
2021
Q3 | $798K | Buy |
5,344
+1,668
| +45% | +$249K | 0.26% | 88 |
|
|
2021
Q2 | $515K | Buy |
3,676
+1,571
| +75% | +$220K | 0.16% | 117 |
|
|
2021
Q1 | $272K | Buy |
+2,105
| New | +$272K | 0.1% | 163 |
|