LMG 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 | $350K | Buy |
1,528
+5
| +0.3% | +$1.14K | 0.07% | 113 |
|
|
2025
Q1 | $353K | Buy |
1,523
+5
| +0.3% | +$1.16K | 0.08% | 109 |
|
|
2024
Q4 | $306K | Buy |
1,518
+5
| +0.3% | +$1.01K | 0.07% | 110 |
|
|
2024
Q3 | $314K | Sell |
1,513
-6,767
| -82% | -$1.41M | 0.07% | 101 |
|
|
2024
Q2 | $1.77M | Buy |
8,280
+203
| +3% | +$43.3K | 0.44% | 55 |
|
|
2024
Q1 | $1.72M | Buy |
8,077
+642
| +9% | +$137K | 0.43% | 57 |
|
|
2023
Q4 | $1.33M | Buy |
7,435
+657
| +10% | +$118K | 0.37% | 61 |
|
|
2023
Q3 | $1.03M | Buy |
6,778
+695
| +11% | +$106K | 0.31% | 63 |
|
|
2023
Q2 | $1.05M | Buy |
6,083
+342
| +6% | +$59.3K | 0.32% | 58 |
|
|
2023
Q1 | $937K | Buy |
5,741
+520
| +10% | +$84.8K | 0.3% | 66 |
|
|
2022
Q4 | $806K | Buy |
+5,221
| New | +$806K | 0.27% | 64 |
|