MWM
MinichMacGregor Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
977
+20
| +2% | +$4.58K | 0.05% | 112 |
|
|
2025
Q1 | $222K | Buy |
+957
| New | +$222K | 0.05% | 119 |
|
|
2024
Q4 | – | Sell |
-981
| Closed | -$204K | – | 128 |
|
|
2024
Q3 | $204K | Hold |
981
| – | – | 0.04% | 114 |
|
|
2024
Q2 | $209K | Buy |
+981
| New | +$209K | 0.05% | 99 |
|
|
2023
Q1 | – | Sell |
-1,008
| Closed | -$158K | – | 660 |
|
|
2022
Q4 | $158K | Buy |
+1,008
| New | +$158K | 0.06% | 93 |
|
|
2018
Q4 | – | Sell |
-302
| Closed | -$27K | – | 533 |
|
|
2018
Q3 | $27K | Sell |
302
-24
| -7% | -$2.15K | 0.02% | 184 |
|
|
2018
Q2 | $26K | Hold |
326
| – | – | 0.02% | 180 |
|
|
2018
Q1 | $27K | Buy |
326
+152
| +87% | +$12.6K | 0.02% | 173 |
|
|
2017
Q4 | $15K | Buy |
174
+4
| +2% | +$345 | 0.01% | 248 |
|
|
2017
Q3 | $13K | Sell |
170
-3
| -2% | -$229 | 0.01% | 246 |
|
|
2017
Q2 | $12K | Hold |
173
| – | – | 0.01% | 249 |
|
|
2017
Q1 | $12K | Sell |
173
-1
| -0.6% | -$69 | 0.01% | 251 |
|
|
2016
Q4 | $12K | Buy |
174
+1
| +0.6% | +$69 | 0.01% | 246 |
|
|
2016
Q3 | $11K | Hold |
173
| – | – | 0.01% | 255 |
|
|
2016
Q2 | $11K | Hold |
173
| – | – | 0.01% | 249 |
|
|
2016
Q1 | $10K | Sell |
173
-152
| -47% | -$8.79K | 0.01% | 258 |
|
|
2015
Q4 | $16K | Buy |
+325
| New | +$16K | 0.01% | 182 |
|