Modera 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 | $714K | Sell |
3,121
-24
| -0.8% | -$5.49K | 0.01% | 377 |
|
|
2025
Q1 | $728K | Sell |
3,145
-54
| -2% | -$12.5K | 0.01% | 369 |
|
|
2024
Q4 | $646K | Buy |
3,199
+461
| +17% | +$93K | 0.01% | 389 |
|
|
2024
Q3 | $568K | Sell |
2,738
-5
| -0.2% | -$1.04K | 0.01% | 387 |
|
|
2024
Q2 | $585K | Sell |
2,743
-19
| -0.7% | -$4.05K | 0.01% | 374 |
|
|
2024
Q1 | $589K | Buy |
2,762
+66
| +2% | +$14.1K | 0.01% | 370 |
|
|
2023
Q4 | $483K | Sell |
2,696
-281
| -9% | -$50.3K | 0.01% | 381 |
|
|
2023
Q3 | $454K | Sell |
2,977
-600
| -17% | -$91.5K | 0.01% | 374 |
|
|
2023
Q2 | $620K | Buy |
3,577
+1,548
| +76% | +$268K | 0.01% | 352 |
|
|
2023
Q1 | $331K | Sell |
2,029
-354
| -15% | -$57.8K | 0.01% | 272 |
|
|
2022
Q4 | $374K | Buy |
2,383
+296
| +14% | +$46.4K | 0.02% | 246 |
|
|
2022
Q3 | $334K | Buy |
2,087
+236
| +13% | +$37.8K | 0.02% | 230 |
|
|
2022
Q2 | $283K | Sell |
1,851
-20
| -1% | -$3.06K | 0.01% | 265 |
|
|
2022
Q1 | $297K | Sell |
1,871
-3,396
| -64% | -$539K | 0.01% | 284 |
|
|
2021
Q4 | $879K | Buy |
5,267
+3,837
| +268% | +$640K | 0.03% | 188 |
|
|
2021
Q3 | $214K | Buy |
+1,430
| New | +$214K | 0.01% | 253 |
|