KWB Wealth’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 | $835K | Buy |
3,607
+47
| +1% | +$10.9K | 0.1% | 80 |
|
|
2025
Q1 | $718K | Buy |
3,560
+104
| +3% | +$21K | 0.09% | 83 |
|
|
2024
Q4 | $717K | Buy |
3,456
+718
| +26% | +$149K | 0.09% | 73 |
|
|
2024
Q3 | $584K | Sell |
2,738
-971
| -26% | -$207K | 0.08% | 75 |
|
|
2024
Q2 | $791K | Sell |
3,709
-66
| -2% | -$14.1K | 0.11% | 68 |
|
|
2024
Q1 | $805K | Sell |
3,775
-227
| -6% | -$48.4K | 0.11% | 68 |
|
|
2023
Q4 | $717K | Sell |
4,002
-134
| -3% | -$24K | 0.1% | 68 |
|
|
2023
Q3 | $717K | Sell |
4,136
-278
| -6% | -$48.2K | 0.12% | 60 |
|
|
2023
Q2 | $765K | Buy |
4,414
+857
| +24% | +$149K | 0.12% | 59 |
|
|
2023
Q1 | $558K | Hold |
3,557
| – | – | 0.1% | 67 |
|
|
2022
Q4 | $558K | Buy |
3,557
+9
| +0.3% | +$1.41K | 0.11% | 62 |
|
|
2022
Q3 | $568K | Buy |
3,548
+107
| +3% | +$17.1K | 0.11% | 59 |
|
|
2022
Q2 | $526K | Buy |
3,441
+488
| +17% | +$74.6K | 0.1% | 59 |
|
|
2022
Q1 | $493K | Hold |
2,953
| – | – | 0.08% | 55 |
|
|
2021
Q4 | $493K | Buy |
2,953
+7
| +0.2% | +$1.17K | 0.08% | 55 |
|
|
2021
Q3 | $440K | Buy |
2,946
+196
| +7% | +$29.3K | 0.08% | 58 |
|
|
2021
Q2 | $355K | Hold |
2,750
| – | – | 0.07% | 58 |
|
|
2021
Q1 | $355K | Buy |
2,750
+329
| +14% | +$42.5K | 0.07% | 58 |
|
|
2020
Q4 | $286K | Buy |
+2,421
| New | +$286K | 0.06% | 62 |
|