Menard Financial Group’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-698
| Closed | -$141K | – | 309 |
|
2024
Q4 | $141K | Buy |
+698
| New | +$141K | 0.08% | 123 |
|
2023
Q3 | – | Sell |
-1,160
| Closed | -$201K | – | 87 |
|
2023
Q2 | $201K | Buy |
+1,160
| New | +$201K | 0.41% | 67 |
|
2022
Q2 | – | Sell |
-1,852
| Closed | -$294K | – | 130 |
|
2022
Q1 | $294K | Sell |
1,852
-91
| -5% | -$14.4K | 0.29% | 102 |
|
2021
Q4 | $324K | Sell |
1,943
-334
| -15% | -$55.7K | 0.27% | 104 |
|
2021
Q3 | $340K | Sell |
2,277
-14
| -0.6% | -$2.09K | 0.3% | 106 |
|
2021
Q2 | $321K | Buy |
2,291
+505
| +28% | +$70.8K | 0.3% | 100 |
|
2021
Q1 | $230K | Buy |
1,786
+25
| +1% | +$3.22K | 0.25% | 127 |
|
2020
Q4 | $208K | Buy |
+1,761
| New | +$208K | 0.22% | 131 |
|