Money Concepts Capital’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 | $4.54M | Buy |
19,854
+158
| +0.8% | +$36.2K | 0.3% | 70 |
|
|
2025
Q1 | $4.56M | Buy |
19,696
+621
| +3% | +$144K | 0.34% | 65 |
|
|
2024
Q4 | $3.85M | Sell |
19,075
-211
| -1% | -$42.6K | 0.29% | 74 |
|
|
2024
Q3 | $4M | Buy |
19,286
+885
| +5% | +$184K | 0.3% | 72 |
|
|
2024
Q2 | $3.93M | Sell |
18,401
-442
| -2% | -$94.3K | 0.33% | 73 |
|
|
2024
Q1 | $4.02M | Sell |
18,843
-4,984
| -21% | -$1.06M | 0.37% | 72 |
|
|
2023
Q4 | $4.27M | Sell |
23,827
-311
| -1% | -$55.7K | 0.4% | 76 |
|
|
2023
Q3 | $3.68M | Sell |
24,138
-1,289
| -5% | -$196K | 0.39% | 82 |
|
|
2023
Q2 | $4.41M | Sell |
25,427
-130,111
| -84% | -$22.6M | 0.45% | 70 |
|
|
2023
Q1 | $25.7M | Sell |
155,538
-2,939
| -2% | -$485K | 1.43% | 21 |
|
|
2022
Q4 | $24.9M | Buy |
158,477
+17,160
| +12% | +$2.69M | 1.11% | 25 |
|
|
2022
Q3 | $22.6M | Buy |
141,317
+116,432
| +468% | +$18.7M | 1.34% | 21 |
|
|
2022
Q2 | $3.87M | Sell |
24,885
-8,221
| -25% | -$1.28M | 0.34% | 61 |
|
|
2022
Q1 | $5.25M | Buy |
33,106
+7,820
| +31% | +$1.24M | 0.3% | 70 |
|
|
2021
Q4 | $4.22M | Buy |
+25,286
| New | +$4.22M | 0.36% | 63 |
|
|
2021
Q1 | $3.29M | Buy |
25,499
+1,585
| +7% | +$205K | 0.26% | 93 |
|
|
2020
Q4 | $2.82M | Buy |
+23,914
| New | +$2.82M | 0.26% | 95 |
|