JSF Financial’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 | $1.2M | Buy |
5,229
+509
| +11% | +$116K | 0.28% | 54 |
|
|
2025
Q1 | $1.09M | Buy |
+4,720
| New | +$1.09M | 0.29% | 50 |
|
|
2023
Q3 | – | Sell |
-3,215
| Closed | -$558K | – | 117 |
|
|
2023
Q2 | $558K | Buy |
+3,215
| New | +$558K | 0.2% | 60 |
|
|
2022
Q4 | – | Sell |
-3,861
| Closed | -$619K | – | 129 |
|
|
2022
Q3 | $619K | Buy |
3,861
+197
| +5% | +$31.6K | 0.23% | 50 |
|
|
2022
Q2 | $561K | Buy |
3,664
+319
| +10% | +$48.8K | 0.25% | 53 |
|
|
2022
Q1 | $530K | Buy |
+3,345
| New | +$530K | 0.23% | 60 |
|