Merriman Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $364K | Buy |
1,803
+446
| +33% | +$90K | 0.02% | 153 |
|
|
2024
Q3 | $282K | Sell |
1,357
-47
| -3% | -$9.76K | 0.01% | 178 |
|
|
2024
Q2 | $299K | Buy |
1,404
+14
| +1% | +$2.99K | 0.01% | 174 |
|
|
2024
Q1 | $296K | Buy |
1,390
+103
| +8% | +$22K | 0.01% | 167 |
|
|
2023
Q4 | $231K | Buy |
+1,287
| New | +$231K | 0.01% | 172 |
|
|
2023
Q3 | – | Sell |
-1,281
| Closed | -$222K | – | 218 |
|
|
2023
Q2 | $222K | Sell |
1,281
-118
| -8% | -$20.5K | 0.01% | 195 |
|
|
2023
Q1 | $228K | Sell |
1,399
-68
| -5% | -$11.1K | 0.01% | 180 |
|
|
2022
Q4 | $230K | Buy |
+1,467
| New | +$230K | 0.01% | 187 |
|