Mark Sheptoff Financial Planning’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 | $426K | Buy |
1,862
+12
| +0.6% | +$2.75K | 0.23% | 61 |
|
|
2025
Q1 | $428K | Hold |
1,850
| – | – | 0.24% | 61 |
|
|
2024
Q4 | $373K | Hold |
1,850
| – | – | 0.2% | 65 |
|
|
2024
Q3 | $384K | Hold |
1,850
| – | – | 0.2% | 61 |
|
|
2024
Q2 | $395K | Hold |
1,850
| – | – | 0.22% | 63 |
|
|
2024
Q1 | $394K | Hold |
1,850
| – | – | 0.22% | 64 |
|
|
2023
Q4 | $331K | Hold |
1,850
| – | – | 0.2% | 65 |
|
|
2023
Q3 | $282K | Sell |
1,850
-600
| -24% | -$91.5K | 0.18% | 68 |
|
|
2023
Q2 | $425K | Hold |
2,450
| – | – | 0.24% | 60 |
|
|
2023
Q1 | $400K | Sell |
2,450
-100
| -4% | -$16.3K | 0.23% | 66 |
|
|
2022
Q4 | $400K | Hold |
2,550
| – | – | 0.23% | 63 |
|
|
2022
Q3 | $409K | Buy |
2,550
+700
| +38% | +$112K | 0.25% | 59 |
|
|
2022
Q2 | $283K | Buy |
1,850
+300
| +19% | +$45.9K | 0.16% | 78 |
|
|
2022
Q1 | $246K | Sell |
1,550
-150
| -9% | -$23.8K | 0.12% | 93 |
|
|
2021
Q4 | $284K | Buy |
1,700
+100
| +6% | +$16.7K | 0.14% | 85 |
|
|
2021
Q3 | $239K | Sell |
1,600
-200
| -11% | -$29.9K | 0.13% | 96 |
|
|
2021
Q2 | $252K | Hold |
1,800
| – | – | 0.14% | 89 |
|
|
2021
Q1 | $232K | Hold |
1,800
| – | – | 0.13% | 86 |
|
|
2020
Q4 | $212K | Hold |
1,800
| – | – | 0.12% | 89 |
|
|
2020
Q3 | $204K | Hold |
1,800
| – | – | 0.13% | 83 |
|
|
2020
Q2 | $191K | Sell |
1,800
-100
| -5% | -$10.6K | 0.12% | 88 |
|
|
2020
Q1 | $176K | Sell |
1,900
-300
| -14% | -$27.8K | 0.13% | 82 |
|
|
2019
Q4 | $251K | Hold |
2,200
| – | – | 0.16% | 82 |
|
|
2019
Q3 | $253K | Hold |
2,200
| – | – | 0.17% | 83 |
|
|
2019
Q2 | $254K | Hold |
2,200
| – | – | 0.17% | 87 |
|
|
2019
Q1 | $229K | Buy |
2,200
+2,000
| +1,000% | +$208K | 0.17% | 88 |
|
|
2018
Q4 | $18K | Hold |
200
| – | – | 0.02% | 198 |
|
|
2018
Q3 | $18K | Sell |
200
-1,510
| -88% | -$136K | 0.01% | 246 |
|
|
2018
Q2 | $139K | Hold |
1,710
| – | – | 0.1% | 114 |
|
|
2018
Q1 | $144K | Hold |
1,710
| – | – | 0.1% | 115 |
|
|
2017
Q4 | $148K | Hold |
1,710
| – | – | 0.1% | 120 |
|
|
2017
Q3 | $134K | Hold |
1,710
| – | – | 0.09% | 128 |
|
|
2017
Q2 | $125K | Sell |
1,710
-1
| -0.1% | -$73 | 0.09% | 128 |
|
|
2017
Q1 | $125K | Buy |
1,711
+1
| +0.1% | +$73 | 0.09% | 132 |
|
|
2016
Q4 | $121K | Hold |
1,710
| – | – | 0.09% | 130 |
|
|
2016
Q3 | $109K | Hold |
1,710
| – | – | 0.08% | 127 |
|
|
2016
Q2 | $113K | Hold |
1,710
| – | – | 0.08% | 121 |
|
|
2016
Q1 | $101K | Hold |
1,710
| – | – | 0.08% | 122 |
|
|
2015
Q4 | $91K | Hold |
1,710
| – | – | 0.07% | 139 |
|
|
2015
Q3 | $85K | Hold |
1,710
| – | – | 0.07% | 141 |
|
|
2015
Q2 | $79K | Hold |
1,710
| – | – | 0.06% | 153 |
|
|
2015
Q1 | $93K | Hold |
1,710
| – | – | 0.08% | 142 |
|
|
2014
Q4 | $88K | Hold |
1,710
| – | – | 0.08% | 135 |
|
|
2014
Q3 | $81K | Hold |
1,710
| – | – | 0.07% | 151 |
|
|
2014
Q2 | $76K | Hold |
1,710
| – | – | 0.07% | 154 |
|
|
2014
Q1 | $72K | Buy |
+1,710
| New | +$72K | 0.06% | 157 |
|