Kingsview 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
Q2 | $3M | Buy |
13,089
+793
| +6% | +$181K | 0.05% | 355 |
|
|
2025
Q1 | $2.85M | Buy |
12,296
+149
| +1% | +$34.5K | 0.05% | 311 |
|
|
2024
Q4 | $2.45M | Buy |
12,147
+155
| +1% | +$31.3K | 0.05% | 341 |
|
|
2024
Q3 | $2.49M | Buy |
11,992
+696
| +6% | +$144K | 0.05% | 323 |
|
|
2024
Q2 | $2.41M | Buy |
11,296
+421
| +4% | +$89.8K | 0.06% | 300 |
|
|
2024
Q1 | $2.32M | Buy |
10,875
+1,521
| +16% | +$324K | 0.06% | 307 |
|
|
2023
Q4 | $1.68M | Sell |
9,354
-354
| -4% | -$63.4K | 0.05% | 321 |
|
|
2023
Q3 | $1.48M | Sell |
9,708
-175
| -2% | -$26.7K | 0.05% | 349 |
|
|
2023
Q2 | $1.71M | Buy |
9,883
+34
| +0.3% | +$5.9K | 0.07% | 273 |
|
|
2023
Q1 | $1.61M | Sell |
9,849
-392
| -4% | -$64K | 0.07% | 281 |
|
|
2022
Q4 | $1.61M | Buy |
10,241
+258
| +3% | +$40.5K | 0.07% | 262 |
|
|
2022
Q3 | $1.6M | Buy |
9,983
+1,394
| +16% | +$223K | 0.08% | 255 |
|
|
2022
Q2 | $1.31M | Sell |
8,589
-5,854
| -41% | -$896K | 0.06% | 295 |
|
|
2022
Q1 | $2.29M | Buy |
14,443
+5,585
| +63% | +$885K | 0.1% | 212 |
|
|
2021
Q4 | $1.48M | Buy |
8,858
+371
| +4% | +$61.9K | 0.06% | 294 |
|
|
2021
Q3 | $1.27M | Buy |
8,487
+389
| +5% | +$58.1K | 0.06% | 313 |
|
|
2021
Q2 | $1.14M | Buy |
8,098
+176
| +2% | +$24.8K | 0.06% | 339 |
|
|
2021
Q1 | $1.02M | Sell |
7,922
-268
| -3% | -$34.6K | 0.06% | 326 |
|
|
2020
Q4 | $966K | Sell |
8,190
-51
| -0.6% | -$6.02K | 0.07% | 285 |
|
|
2020
Q3 | $933K | Buy |
8,241
+76
| +0.9% | +$8.6K | 0.08% | 239 |
|
|
2020
Q2 | $865K | Buy |
8,165
+304
| +4% | +$32.2K | 0.09% | 226 |
|
|
2020
Q1 | $728K | Buy |
7,861
+170
| +2% | +$15.7K | 0.1% | 218 |
|
|
2019
Q4 | $876K | Buy |
7,691
+2,637
| +52% | +$300K | 0.11% | 210 |
|
|
2019
Q3 | $581K | Buy |
5,054
+1,309
| +35% | +$150K | 0.09% | 231 |
|
|
2019
Q2 | $432K | Buy |
3,745
+1,235
| +49% | +$142K | 0.07% | 265 |
|
|
2019
Q1 | $261K | Buy |
+2,510
| New | +$261K | 0.04% | 382 |
|