Liberty Wealth Management’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 | $3.74M | Buy |
16,340
+2
| +0% | +$458 | 0.59% | 43 |
|
|
2025
Q1 | $3.78M | Buy |
16,338
+2
| +0% | +$463 | 0.72% | 36 |
|
|
2024
Q4 | $3.3M | Buy |
16,336
+1
| +0% | +$202 | 0.55% | 42 |
|
|
2024
Q3 | $3.39M | Sell |
16,335
-3
| -0% | -$623 | 0.58% | 41 |
|
|
2024
Q2 | $3.49M | Sell |
16,338
-663
| -4% | -$141K | 0.64% | 39 |
|
|
2024
Q1 | $3.62M | Buy |
+17,001
| New | +$3.62M | 0.71% | 34 |
|
|
2021
Q4 | – | Sell |
-405
| Closed | -$60K | – | 1106 |
|
|
2021
Q3 | $60K | Buy |
405
+2
| +0.5% | +$296 | 0.02% | 389 |
|
|
2021
Q2 | $57K | Buy |
403
+4
| +1% | +$566 | 0.02% | 295 |
|
|
2021
Q1 | $44K | Hold |
399
| – | – | 0.02% | 303 |
|
|
2020
Q4 | $44K | Buy |
399
+1
| +0.3% | +$110 | 0.02% | 300 |
|
|
2020
Q3 | $45K | Sell |
398
-31
| -7% | -$3.51K | 0.03% | 253 |
|
|
2020
Q2 | $45K | Sell |
429
-18
| -4% | -$1.89K | 0.03% | 238 |
|
|
2020
Q1 | $41K | Sell |
447
-5
| -1% | -$459 | 0.04% | 235 |
|
|
2019
Q4 | $52K | Buy |
452
+400
| +769% | +$46K | 0.04% | 241 |
|
|
2019
Q3 | $6K | Sell |
52
-339
| -87% | -$39.1K | 0.01% | 614 |
|
|
2019
Q2 | $45K | Buy |
+391
| New | +$45K | 0.04% | 265 |
|