Meridian Wealth Management’s Waste Management WM Stock Holding History

Meridian Wealth Management’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.9M	Sell	8,285 -539	-6%	-$123K	0.08%	211
2025 Q1	$2.04M	Buy	8,824 +122	+1%	+$28.2K	0.1%	182
2024 Q4	$1.76M	Sell	8,702 -110	-1%	-$22.2K	0.08%	204
2024 Q3	$1.83M	Buy	8,812 +31	+0.4%	+$6.44K	0.09%	191
2024 Q2	$1.87M	Buy	+8,781	New	+$1.87M	0.22%	83
2024 Q1	–	Sell	-8,854	Closed	-$1.59M	–	576
2023 Q4	$1.59M	Buy	8,854 +716	+9%	+$128K	0.1%	193
2023 Q3	$1.24M	Sell	8,138 -398	-5%	-$60.7K	0.08%	209
2023 Q2	$1.48M	Sell	8,536 -4	-0%	-$694	0.12%	148
2023 Q1	$1.39M	Sell	8,540 -246	-3%	-$40.1K	0.12%	160
2022 Q4	$1.38M	Sell	8,786 -240	-3%	-$37.7K	0.14%	149
2022 Q3	$1.45M	Sell	9,026 -567	-6%	-$90.8K	0.16%	137
2022 Q2	$1.47M	Buy	9,593 +327	+4%	+$50K	0.12%	184
2022 Q1	$1.47M	Sell	9,266 -10	-0.1%	-$1.59K	0.16%	116
2021 Q4	$1.55M	Sell	9,276 -188	-2%	-$31.4K	0.17%	116
2021 Q3	$1.41M	Buy	9,464 +52	+0.6%	+$7.77K	0.17%	114
2021 Q2	$1.32M	Sell	9,412 -29	-0.3%	-$4.06K	0.17%	117
2021 Q1	$1.22M	Buy	9,441 +23	+0.2%	+$2.97K	0.18%	112
2020 Q4	$1.11M	Buy	9,418 +2,524	+37%	+$297K	0.18%	108
2020 Q3	$780K	Sell	6,894 -4,435	-39%	-$502K	0.19%	101
2020 Q2	$1.2M	Sell	11,329 -15,903	-58%	-$1.68M	0.4%	57
2020 Q1	$2.52M	Sell	27,232 -6,993	-20%	-$647K	1.12%	18
2019 Q4	$3.9M	Buy	34,225 +20,178	+144%	+$2.3M	1.88%	12
2019 Q3	$1.62M	Buy	14,047 +7,040	+100%	+$809K	0.76%	23
2019 Q2	$8.08K	Buy	7,007 +45	+0.6%	+$52	0.33%	48
2019 Q1	$723K	Buy	6,962 +1	+0%	+$104	0.33%	61
2018 Q4	$619K	Sell	6,961 -186	-3%	-$16.5K	0.36%	56
2018 Q3	$646K	Hold	7,147	–	–	0.28%	63
2018 Q2	$581K	Hold	7,147	–	–	0.27%	71
2018 Q1	$601K	Sell	7,147 -48	-0.7%	-$4.04K	0.3%	66
2017 Q4	$564K	Hold	7,195	–	–	0.35%	69
2017 Q3	$563K	Sell	7,195 -125	-2%	-$9.78K	0.36%	68
2017 Q2	$537K	Sell	7,320 -65	-0.9%	-$4.77K	0.34%	69
2017 Q1	$539K	Buy	+7,385	New	+$539K	0.32%	71