Larson Financial Group’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 | $845K | Buy |
3,693
+609
| +20% | +$139K | 0.03% | 320 |
|
|
2025
Q1 | $714K | Buy |
3,084
+336
| +12% | +$77.8K | 0.03% | 318 |
|
|
2024
Q4 | $555K | Buy |
2,748
+1,006
| +58% | +$203K | 0.03% | 329 |
|
|
2024
Q3 | $362K | Sell |
1,742
-70
| -4% | -$14.5K | 0.02% | 414 |
|
|
2024
Q2 | $387K | Buy |
1,812
+584
| +48% | +$125K | 0.03% | 323 |
|
|
2024
Q1 | $262K | Buy |
1,228
+52
| +4% | +$11.1K | 0.02% | 337 |
|
|
2023
Q4 | $211K | Buy |
1,176
+8
| +0.7% | +$1.43K | 0.02% | 342 |
|
|
2023
Q3 | $178K | Buy |
1,168
+128
| +12% | +$19.5K | 0.02% | 348 |
|
|
2023
Q2 | $180K | Sell |
1,040
-123
| -11% | -$21.3K | 0.02% | 334 |
|
|
2023
Q1 | $190K | Buy |
1,163
+203
| +21% | +$33.1K | 0.02% | 317 |
|
|
2022
Q4 | $151K | Buy |
960
+3
| +0.3% | +$471 | 0.02% | 340 |
|
|
2022
Q3 | $153K | Buy |
957
+55
| +6% | +$8.79K | 0.02% | 307 |
|
|
2022
Q2 | $138K | Buy |
902
+613
| +212% | +$93.8K | 0.02% | 220 |
|
|
2022
Q1 | $46K | Hold |
289
| – | – | 0.01% | 395 |
|
|
2021
Q4 | $48K | Hold |
289
| – | – | 0.01% | 391 |
|
|
2021
Q3 | $43K | Hold |
289
| – | – | 0.01% | 323 |
|
|
2021
Q2 | $41K | Sell |
289
-9
| -3% | -$1.28K | 0.01% | 310 |
|
|
2021
Q1 | $38K | Hold |
298
| – | – | 0.01% | 298 |
|
|
2020
Q4 | $35K | Hold |
298
| – | – | 0.01% | 270 |
|
|
2020
Q3 | $34K | Buy |
298
+12
| +4% | +$1.37K | 0.01% | 253 |
|
|
2020
Q2 | $30K | Hold |
286
| – | – | 0.01% | 243 |
|
|
2020
Q1 | $26K | Buy |
286
+3
| +1% | +$273 | 0.02% | 206 |
|
|
2019
Q4 | $32K | Hold |
283
| – | – | 0.02% | 182 |
|
|
2019
Q3 | $33K | Hold |
283
| – | – | 0.02% | 179 |
|
|
2019
Q2 | $33K | Sell |
283
-1
| -0.4% | -$117 | 0.02% | 151 |
|
|
2019
Q1 | $30K | Sell |
284
-5
| -2% | -$528 | 0.02% | 144 |
|
|
2018
Q4 | $26K | Buy |
+289
| New | +$26K | 0.02% | 142 |
|