Key Financial Inc’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 | $103K | Buy |
450
+70
| +18% | +$16K | 0.02% | 378 |
|
|
2025
Q1 | $88K | Sell |
380
-123
| -24% | -$28.5K | 0.02% | 383 |
|
|
2024
Q4 | $102K | Buy |
503
+123
| +32% | +$24.8K | 0.02% | 349 |
|
|
2024
Q3 | $78.9K | Buy |
380
+2
| +0.5% | +$415 | 0.02% | 388 |
|
|
2024
Q2 | $80.6K | Hold |
378
| – | – | 0.02% | 370 |
|
|
2024
Q1 | $80.6K | Hold |
378
| – | – | 0.02% | 361 |
|
|
2023
Q4 | $67.7K | Hold |
378
| – | – | 0.02% | 377 |
|
|
2023
Q3 | $57.6K | Hold |
378
| – | – | 0.02% | 382 |
|
|
2023
Q2 | $65.6K | Buy |
378
+32
| +9% | +$5.55K | 0.02% | 364 |
|
|
2023
Q1 | $56.5K | Sell |
346
-12
| -3% | -$1.96K | 0.02% | 372 |
|
|
2022
Q4 | $57.4K | Hold |
358
| – | – | 0.03% | 338 |
|
|
2022
Q3 | $57K | Hold |
358
| – | – | 0.03% | 344 |
|
|
2022
Q2 | $56K | Hold |
358
| – | – | 0.03% | 339 |
|
|
2022
Q1 | $57K | Hold |
358
| – | – | 0.03% | 345 |
|
|
2021
Q4 | $60K | Hold |
358
| – | – | 0.03% | 321 |
|
|
2021
Q3 | $54K | Hold |
358
| – | – | 0.03% | 337 |
|
|
2021
Q2 | $53K | Hold |
358
| – | – | 0.03% | 348 |
|
|
2021
Q1 | $46K | Hold |
358
| – | – | 0.03% | 293 |
|
|
2020
Q4 | $42K | Buy |
+358
| New | +$42K | 0.03% | 272 |
|
|
2020
Q2 | – | Sell |
-358
| Closed | -$34K | – | 650 |
|
|
2020
Q1 | $34K | Buy |
+358
| New | +$34K | 0.03% | 264 |
|