Lake Street Private 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 | $211K | Buy |
+922
| New | +$211K | 0.03% | 244 |
|
|
2024
Q3 | – | Sell |
-1,530
| Closed | -$326K | – | 326 |
|
|
2024
Q2 | $326K | Buy |
1,530
+300
| +24% | +$64K | 0.04% | 256 |
|
|
2024
Q1 | $262K | Sell |
1,230
-100
| -8% | -$21.3K | 0.04% | 274 |
|
|
2023
Q4 | $238K | Sell |
1,330
-1
| -0.1% | -$179 | 0.04% | 275 |
|
|
2023
Q3 | $206K | Buy |
1,331
+14
| +1% | +$2.16K | 0.04% | 265 |
|
|
2023
Q2 | $228K | Sell |
1,317
-3
| -0.2% | -$520 | 0.04% | 256 |
|
|
2023
Q1 | $215K | Buy |
+1,320
| New | +$215K | 0.04% | 259 |
|