Monumental Financial Group’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $485K | Hold |
2,334
| – | – | 0.18% | 39 |
|
|
2024
Q2 | $498K | Hold |
2,334
| – | – | 0.22% | 39 |
|
|
2024
Q1 | $498K | Hold |
2,334
| – | – | 0.26% | 37 |
|
|
2023
Q4 | $418K | Hold |
2,334
| – | – | 0.25% | 37 |
|
|
2023
Q3 | $356K | Hold |
2,334
| – | – | 0.24% | 38 |
|
|
2023
Q2 | $405K | Hold |
2,334
| – | – | 0.27% | 42 |
|
|
2023
Q1 | $381K | Sell |
2,334
-69
| -3% | -$11.3K | 0.27% | 47 |
|
|
2022
Q4 | $377K | Buy |
2,403
+65
| +3% | +$10.2K | 0.3% | 47 |
|
|
2022
Q3 | $375K | Buy |
2,338
+5
| +0.2% | +$802 | 0.36% | 25 |
|
|
2022
Q2 | $357K | Buy |
2,333
+10
| +0.4% | +$1.53K | 0.33% | 33 |
|
|
2022
Q1 | $368K | Buy |
2,323
+234
| +11% | +$37.1K | 0.3% | 20 |
|
|
2021
Q4 | $349K | Buy |
2,089
+7
| +0.3% | +$1.17K | 0.25% | 20 |
|
|
2021
Q3 | $311K | Buy |
2,082
+8
| +0.4% | +$1.2K | 0.25% | 20 |
|
|
2021
Q2 | $291K | Sell |
2,074
-306
| -13% | -$42.9K | 0.25% | 20 |
|
|
2021
Q1 | $307K | Buy |
+2,380
| New | +$307K | 0.29% | 47 |
|