Kingswood Wealth Advisors’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 | $2.29M | Buy |
10,000
+2,326
| +30% | +$532K | 0.18% | 123 |
|
|
2025
Q1 | $1.78M | Sell |
7,674
-207
| -3% | -$48K | 0.16% | 151 |
|
|
2024
Q4 | $1.59M | Sell |
7,881
-5,983
| -43% | -$1.21M | 0.12% | 180 |
|
|
2024
Q3 | $2.88M | Buy |
13,864
+1,613
| +13% | +$335K | 0.21% | 115 |
|
|
2024
Q2 | $2.61M | Buy |
12,251
+915
| +8% | +$195K | 0.24% | 95 |
|
|
2024
Q1 | $2.42M | Sell |
11,336
-171
| -1% | -$36.4K | 0.28% | 80 |
|
|
2023
Q4 | $2.06M | Buy |
11,507
+8,191
| +247% | +$1.47M | 0.23% | 96 |
|
|
2023
Q3 | $1.71M | Sell |
3,316
-1,199
| -27% | -$618K | 0.29% | 88 |
|
|
2023
Q2 | $783K | Buy |
+4,515
| New | +$783K | 0.25% | 98 |
|