MWC
MBM Wealth Consultants’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
8,397
-253
| -3% | -$57.9K | 0.51% | 28 |
|
|
2025
Q1 | $2M | Buy |
8,650
+74
| +0.9% | +$17.1K | 0.59% | 22 |
|
|
2024
Q4 | $1.72M | Buy |
8,576
+169
| +2% | +$33.9K | 0.51% | 29 |
|
|
2024
Q3 | $1.75M | Buy |
8,407
+453
| +6% | +$94K | 0.55% | 25 |
|
|
2024
Q2 | $1.67M | Buy |
7,954
+211
| +3% | +$44.3K | 0.57% | 23 |
|
|
2024
Q1 | $1.65M | Sell |
7,743
-178
| -2% | -$37.9K | 0.58% | 22 |
|
|
2023
Q4 | $1.47M | Buy |
7,921
+455
| +6% | +$84.3K | 0.55% | 21 |
|
|
2023
Q3 | $1.19M | Buy |
7,466
+420
| +6% | +$66.7K | 0.52% | 25 |
|
|
2023
Q2 | $1.19M | Buy |
7,046
+808
| +13% | +$137K | 0.51% | 24 |
|
|
2023
Q1 | $1.11M | Hold |
6,238
| – | – | 0.45% | 27 |
|
|
2022
Q4 | $980K | Buy |
6,238
+18
| +0.3% | +$2.83K | 0.45% | 26 |
|
|
2022
Q3 | $1.03M | Sell |
6,220
-215
| -3% | -$35.5K | 0.5% | 21 |
|
|
2022
Q2 | $984K | Buy |
6,435
+175
| +3% | +$26.8K | 0.48% | 23 |
|
|
2022
Q1 | $992K | Buy |
6,260
+347
| +6% | +$55K | 0.41% | 32 |
|
|
2021
Q4 | $987K | Buy |
5,913
+82
| +1% | +$13.7K | 0.41% | 32 |
|
|
2021
Q3 | $871K | Buy |
5,831
+87
| +2% | +$13K | 0.4% | 39 |
|
|
2021
Q2 | $805K | Sell |
5,744
-252
| -4% | -$35.3K | 0.38% | 38 |
|
|
2021
Q1 | $773K | Sell |
5,996
-277
| -4% | -$35.7K | 0.39% | 39 |
|
|
2020
Q4 | $739K | Buy |
6,273
+728
| +13% | +$85.8K | 0.4% | 37 |
|
|
2020
Q3 | $628K | Buy |
5,545
+58
| +1% | +$6.57K | 0.4% | 35 |
|
|
2020
Q2 | $582K | Sell |
5,487
-376
| -6% | -$39.9K | 0.41% | 34 |
|
|
2020
Q1 | $543K | Buy |
5,863
+96
| +2% | +$8.89K | 0.45% | 39 |
|
|
2019
Q4 | $657K | Sell |
5,767
-429
| -7% | -$48.9K | 0.49% | 39 |
|
|
2019
Q3 | $713K | Sell |
6,196
-821
| -12% | -$94.5K | 0.56% | 38 |
|
|
2019
Q2 | $810K | Sell |
7,017
-90
| -1% | -$10.4K | 0.67% | 33 |
|
|
2019
Q1 | $738K | Sell |
7,107
-160
| -2% | -$16.6K | 0.65% | 37 |
|
|
2018
Q4 | $647K | Buy |
+7,267
| New | +$647K | 0.63% | 41 |
|