Keystone Wealth Services’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 | – | Sell |
-1,257
| Closed | -$291K | – | 292 |
|
|
2025
Q1 | $291K | Buy |
+1,257
| New | +$291K | 0.08% | 212 |
|
|
2024
Q3 | – | Sell |
-1,017
| Closed | -$217K | – | 260 |
|
|
2024
Q2 | $217K | Buy |
1,017
+2
| +0.2% | +$427 | 0.07% | 217 |
|
|
2024
Q1 | $216K | Sell |
1,015
-209
| -17% | -$44.5K | 0.07% | 207 |
|
|
2023
Q4 | $219K | Buy |
+1,224
| New | +$219K | 0.08% | 203 |
|
|
2023
Q3 | – | Sell |
-1,218
| Closed | -$211K | – | 218 |
|
|
2023
Q2 | $211K | Buy |
+1,218
| New | +$211K | 0.08% | 191 |
|
|
2023
Q1 | – | Sell |
-1,360
| Closed | -$213K | – | 200 |
|
|
2022
Q4 | $213K | Buy |
1,360
+2
| +0.1% | +$314 | 0.09% | 177 |
|
|
2022
Q3 | $218K | Sell |
1,358
-37
| -3% | -$5.94K | 0.1% | 151 |
|
|
2022
Q2 | $213K | Buy |
1,395
+5
| +0.4% | +$763 | 0.1% | 158 |
|
|
2022
Q1 | $220K | Hold |
1,390
| – | – | 0.09% | 166 |
|
|
2021
Q4 | $232K | Buy |
+1,390
| New | +$232K | 0.09% | 158 |
|