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