Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
9,153
-46
| -0.5% | -$10.5K | 0.04% | 198 |
|
|
2025
Q1 | $2.13M | Buy |
9,199
+97
| +1% | +$22.5K | 0.05% | 181 |
|
|
2024
Q4 | $1.84M | Buy |
9,102
+8,103
| +811% | +$1.64M | 0.04% | 184 |
|
|
2024
Q3 | $207K | Buy |
999
+8
| +0.8% | +$1.66K | 0.01% | 603 |
|
|
2024
Q2 | $211K | Sell |
991
-323
| -25% | -$68.9K | 0.01% | 574 |
|
|
2024
Q1 | $280K | Buy |
+1,314
| New | +$280K | 0.01% | 539 |
|
|
2021
Q4 | – | Sell |
-3,470
| Closed | -$518K | – | 523 |
|
|
2021
Q3 | $518K | Sell |
3,470
-499
| -13% | -$74.5K | 0.03% | 267 |
|
|
2021
Q2 | $556K | Sell |
3,969
-271
| -6% | -$38K | 0.03% | 259 |
|
|
2021
Q1 | $547K | Buy |
+4,240
| New | +$547K | 0.03% | 244 |
|