Lakeshore Financial Planning’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 | $451K | Buy |
1,969
+2
| +0.1% | +$458 | 0.18% | 40 |
|
|
2025
Q1 | $456K | Hold |
1,967
| – | – | 0.19% | 37 |
|
|
2024
Q4 | $397K | Buy |
1,967
+150
| +8% | +$30.3K | 0.17% | 39 |
|
|
2024
Q3 | $377K | Hold |
1,817
| – | – | 0.17% | 43 |
|
|
2024
Q2 | $388K | Hold |
1,817
| – | – | 0.19% | 37 |
|
|
2024
Q1 | $387K | Sell |
1,817
-1
| -0.1% | -$213 | 0.2% | 37 |
|
|
2023
Q4 | $326K | Buy |
1,818
+2
| +0.1% | +$358 | 0.18% | 40 |
|
|
2023
Q3 | $277K | Buy |
+1,816
| New | +$277K | 0.16% | 46 |
|