Mosaic Family Wealth Partners’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 | $752K | Sell |
3,288
-85
| -3% | -$19.5K | 0.1% | 99 |
|
|
2025
Q1 | $781K | Buy |
3,373
+85
| +3% | +$19.7K | 0.11% | 93 |
|
|
2024
Q4 | $663K | Hold |
3,288
| – | – | 0.1% | 104 |
|
|
2024
Q3 | $683K | Sell |
3,288
-6
| -0.2% | -$1.25K | 0.1% | 100 |
|
|
2024
Q2 | $703K | Buy |
3,294
+6
| +0.2% | +$1.28K | 0.11% | 96 |
|
|
2024
Q1 | $701K | Buy |
3,288
+100
| +3% | +$21.3K | 0.12% | 95 |
|
|
2023
Q4 | $571K | Sell |
3,188
-4
| -0.1% | -$716 | 0.1% | 104 |
|
|
2023
Q3 | $487K | Buy |
3,192
+12
| +0.4% | +$1.83K | 0.1% | 108 |
|
|
2023
Q2 | $551K | Sell |
3,180
-2
| -0.1% | -$347 | 0.11% | 101 |
|
|
2023
Q1 | $519K | Sell |
3,182
-8
| -0.3% | -$1.31K | 0.11% | 104 |
|
|
2022
Q4 | $500K | Buy |
+3,190
| New | +$500K | 0.14% | 100 |
|