Legacy Capital Group California’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 | $652K | Sell |
2,849
-110
| -4% | -$25.2K | 0.18% | 144 |
|
|
2025
Q1 | $685K | Sell |
2,959
-31
| -1% | -$7.18K | 0.24% | 109 |
|
|
2024
Q4 | $603K | Sell |
2,990
-29
| -1% | -$5.85K | 0.18% | 152 |
|
|
2024
Q3 | $627K | Sell |
3,019
-158
| -5% | -$32.8K | 0.21% | 140 |
|
|
2024
Q2 | $678K | Buy |
3,177
+32
| +1% | +$6.83K | 0.24% | 128 |
|
|
2024
Q1 | $670K | Sell |
3,145
-117
| -4% | -$24.9K | 0.25% | 134 |
|
|
2023
Q4 | $584K | Buy |
3,262
+45
| +1% | +$8.06K | 0.23% | 137 |
|
|
2023
Q3 | $490K | Buy |
3,217
+17
| +0.5% | +$2.59K | 0.21% | 143 |
|
|
2023
Q2 | $555K | Buy |
3,200
+86
| +3% | +$14.9K | 0.23% | 133 |
|
|
2023
Q1 | $508K | Buy |
+3,114
| New | +$508K | 0.25% | 122 |
|