Jupiter Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,250
| Closed | -$454K | – | 86 |
|
|
2024
Q4 | $454K | Hold |
2,250
| – | – | 0.23% | 68 |
|
|
2024
Q3 | $467K | Sell |
2,250
-250
| -10% | -$51.9K | 0.24% | 68 |
|
|
2024
Q2 | $507K | Hold |
2,500
| – | – | 0.27% | 62 |
|
|
2024
Q1 | $525K | Hold |
2,500
| – | – | 0.28% | 62 |
|
|
2023
Q4 | $448K | Hold |
2,500
| – | – | 0.26% | 65 |
|
|
2023
Q3 | $429K | Hold |
2,500
| – | – | 0.28% | 59 |
|
|
2023
Q2 | $434K | Hold |
2,500
| – | – | 0.37% | 49 |
|
|
2023
Q1 | $408K | Hold |
2,500
| – | – | 0.38% | 44 |
|
|
2022
Q4 | $392K | Hold |
2,500
| – | – | 0.38% | 43 |
|
|
2022
Q3 | $400K | Hold |
2,500
| – | – | 0.4% | 46 |
|
|
2022
Q2 | $382K | Hold |
2,500
| – | – | 0.35% | 48 |
|
|
2022
Q1 | $396K | Hold |
2,500
| – | – | 0.25% | 66 |
|
|
2021
Q4 | $417K | Hold |
2,500
| – | – | 0.22% | 64 |
|
|
2021
Q3 | $405K | Hold |
2,500
| – | – | 0.19% | 70 |
|
|
2021
Q2 | $369K | Hold |
2,500
| – | – | 0.18% | 73 |
|
|
2021
Q1 | $342K | Hold |
2,500
| – | – | 0.17% | 68 |
|
|
2020
Q4 | $295K | Hold |
2,500
| – | – | 0.18% | 65 |
|
|
2020
Q3 | $283K | Hold |
2,500
| – | – | 0.2% | 54 |
|
|
2020
Q2 | $266K | Hold |
2,500
| – | – | 0.13% | 67 |
|
|
2020
Q1 | $246K | Hold |
2,500
| – | – | 0.14% | 64 |
|
|
2019
Q4 | $295K | Hold |
2,500
| – | – | 0.14% | 70 |
|
|
2019
Q3 | $288K | Hold |
2,500
| – | – | 0.15% | 68 |
|
|
2019
Q2 | $295K | Hold |
2,500
| – | – | 0.15% | 69 |
|
|
2019
Q1 | $264K | Buy |
+2,500
| New | +$264K | 0.13% | 67 |
|