Legacy Capital Wealth Partners’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 | $450K | Buy |
1,967
+54
| +3% | +$12.4K | 0.1% | 217 |
|
|
2025
Q1 | $443K | Sell |
1,913
-3
| -0.2% | -$694 | 0.11% | 206 |
|
|
2024
Q4 | $387K | Sell |
1,916
-33
| -2% | -$6.66K | 0.1% | 226 |
|
|
2024
Q3 | $405K | Sell |
1,949
-2
| -0.1% | -$415 | 0.08% | 234 |
|
|
2024
Q2 | $416K | Sell |
1,951
-1,398
| -42% | -$298K | 0.11% | 186 |
|
|
2024
Q1 | $553K | Buy |
3,349
+1,285
| +62% | +$212K | 0.39% | 61 |
|
|
2023
Q4 | $370K | Sell |
2,064
-76
| -4% | -$13.6K | 0.1% | 190 |
|
|
2023
Q3 | $326K | Buy |
+2,140
| New | +$326K | 0.09% | 206 |
|
|
2023
Q2 | – | Sell |
-1,969
| Closed | -$321K | – | 245 |
|
|
2023
Q1 | $321K | Buy |
+1,969
| New | +$321K | 0.09% | 186 |
|