Keudell/Morrison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,371
| Closed | -$238K | – | 188 |
|
|
2023
Q2 | $238K | Sell |
1,371
-66
| -5% | -$11.4K | 0.07% | 170 |
|
|
2023
Q1 | $234K | Sell |
1,437
-38
| -3% | -$6.2K | 0.07% | 166 |
|
|
2022
Q4 | $231K | Sell |
1,475
-21
| -1% | -$3.29K | 0.07% | 165 |
|
|
2022
Q3 | $240K | Sell |
1,496
-29
| -2% | -$4.65K | 0.09% | 162 |
|
|
2022
Q2 | $233K | Sell |
1,525
-88
| -5% | -$13.4K | 0.08% | 156 |
|
|
2022
Q1 | $256K | Sell |
1,613
-72
| -4% | -$11.4K | 0.11% | 155 |
|
|
2021
Q4 | $281K | Sell |
1,685
-91
| -5% | -$15.2K | 0.11% | 149 |
|
|
2021
Q3 | $265K | Hold |
1,776
| – | – | 0.11% | 146 |
|
|
2021
Q2 | $249K | Sell |
1,776
-132
| -7% | -$18.5K | 0.14% | 149 |
|
|
2021
Q1 | $246K | Sell |
1,908
-8
| -0.4% | -$1.03K | 0.14% | 145 |
|
|
2020
Q4 | $226K | Buy |
1,916
+66
| +4% | +$7.79K | 0.14% | 147 |
|
|
2020
Q3 | $209K | Buy |
+1,850
| New | +$209K | 0.13% | 137 |
|
|
2020
Q1 | – | Sell |
-2,071
| Closed | -$236K | – | 159 |
|
|
2019
Q4 | $236K | Buy |
+2,071
| New | +$236K | 0.16% | 130 |
|