McClarren Financial Advisors’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 | – | Sell |
-231
| Closed | -$38K | – | 304 |
|
|
2025
Q1 | $38K | Buy |
231
+65
| +39% | +$10.7K | 0.03% | 153 |
|
|
2024
Q4 | $33K | Sell |
166
-41
| -20% | -$8.15K | 0.09% | 104 |
|
|
2024
Q3 | $34 | Sell |
207
-6
| -3% | -$1 | ﹤0.01% | 140 |
|
|
2024
Q2 | $35K | Buy |
213
+47
| +28% | +$7.72K | 0.02% | 169 |
|
|
2024
Q1 | $36K | Buy |
166
+1
| +0.6% | +$217 | 0.03% | 169 |
|
|
2023
Q4 | $30K | Buy |
165
+1
| +0.6% | +$182 | 0.02% | 199 |
|
|
2023
Q3 | $25K | Buy |
164
+1
| +0.6% | +$152 | 0.02% | 196 |
|
|
2023
Q2 | $28K | Hold |
163
| – | – | 0.02% | 197 |
|
|
2023
Q1 | $26K | Buy |
163
+1
| +0.6% | +$160 | 0.02% | 189 |
|
|
2022
Q4 | $25K | Buy |
162
+1
| +0.6% | +$154 | 0.02% | 197 |
|
|
2022
Q3 | $25K | Buy |
+161
| New | +$25K | 0.02% | 180 |
|
|
2022
Q2 | – | Sell |
-160
| Closed | -$25K | – | 290 |
|
|
2022
Q1 | $25K | Hold |
160
| – | – | 0.02% | 165 |
|
|
2021
Q4 | $27K | Buy |
160
+1
| +0.6% | +$169 | 0.02% | 177 |
|
|
2021
Q3 | $23K | Buy |
159
+1
| +0.6% | +$145 | 0.02% | 160 |
|
|
2021
Q2 | $22K | Hold |
158
| – | – | 0.02% | 176 |
|
|
2021
Q1 | $20K | Sell |
158
-137
| -46% | -$17.3K | 0.02% | 157 |
|
|
2020
Q4 | $34K | Buy |
+295
| New | +$34K | 0.03% | 119 |
|