Journey Strategic Wealth’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 | $1.06M | Buy |
4,650
+1,128
| +32% | +$258K | 0.03% | 159 |
|
|
2025
Q1 | $815K | Buy |
3,522
+4
| +0.1% | +$926 | 0.03% | 158 |
|
|
2024
Q4 | $710K | Buy |
3,518
+161
| +5% | +$32.5K | 0.03% | 165 |
|
|
2024
Q3 | $697K | Buy |
3,357
+945
| +39% | +$196K | 0.03% | 170 |
|
|
2024
Q2 | $515K | Buy |
2,412
+839
| +53% | +$179K | 0.02% | 154 |
|
|
2024
Q1 | $335K | Sell |
1,573
-79
| -5% | -$16.8K | 0.01% | 171 |
|
|
2023
Q4 | $296K | Sell |
1,652
-8
| -0.5% | -$1.43K | 0.01% | 138 |
|
|
2023
Q3 | $253K | Hold |
1,660
| – | – | 0.01% | 138 |
|
|
2023
Q2 | $288K | Sell |
1,660
-144
| -8% | -$25K | 0.01% | 125 |
|
|
2023
Q1 | $294K | Sell |
1,804
-133
| -7% | -$21.7K | 0.03% | 160 |
|
|
2022
Q4 | $304K | Sell |
1,937
-212
| -10% | -$33.3K | 0.04% | 138 |
|
|
2022
Q3 | $344K | Buy |
2,149
+737
| +52% | +$118K | 0.05% | 92 |
|
|
2022
Q2 | $216K | Sell |
1,412
-686
| -33% | -$105K | 0.03% | 100 |
|
|
2022
Q1 | $332K | Buy |
2,098
+238
| +13% | +$37.7K | 0.04% | 86 |
|
|
2021
Q4 | $310K | Buy |
+1,860
| New | +$310K | 0.03% | 119 |
|