MPS Loria Financial Planners’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 | $494K | Sell |
2,157
-10
| -0.5% | -$2.29K | 0.15% | 45 |
|
|
2025
Q1 | $502K | Buy |
2,167
+6
| +0.3% | +$1.39K | 0.15% | 42 |
|
|
2024
Q4 | $436K | Buy |
2,161
+7
| +0.3% | +$1.41K | 0.13% | 47 |
|
|
2024
Q3 | $447K | Sell |
2,154
-30
| -1% | -$6.23K | 0.13% | 43 |
|
|
2024
Q2 | $466K | Buy |
2,184
+3
| +0.1% | +$640 | 0.15% | 42 |
|
|
2024
Q1 | $465K | Sell |
2,181
-64
| -3% | -$13.6K | 0.16% | 41 |
|
|
2023
Q4 | $402K | Buy |
2,245
+4
| +0.2% | +$716 | 0.14% | 44 |
|
|
2023
Q3 | $342K | Buy |
2,241
+4
| +0.2% | +$610 | 0.13% | 48 |
|
|
2023
Q2 | $388K | Buy |
2,237
+3
| +0.1% | +$520 | 0.15% | 47 |
|
|
2023
Q1 | $365K | Buy |
2,234
+55
| +3% | +$8.97K | 0.15% | 46 |
|
|
2022
Q4 | $342K | Sell |
2,179
-49
| -2% | -$7.69K | 0.15% | 50 |
|
|
2022
Q3 | $357K | Buy |
2,228
+55
| +3% | +$8.81K | 0.14% | 47 |
|
|
2022
Q2 | $332K | Sell |
2,173
-93
| -4% | -$14.2K | 0.15% | 53 |
|
|
2022
Q1 | $359K | Buy |
2,266
+2
| +0.1% | +$317 | 0.15% | 56 |
|
|
2021
Q4 | $377K | Sell |
2,264
-126
| -5% | -$21K | 0.15% | 51 |
|
|
2021
Q3 | $356K | Buy |
2,390
+3
| +0.1% | +$447 | 0.16% | 47 |
|
|
2021
Q2 | $334K | Buy |
2,387
+3
| +0.1% | +$420 | 0.15% | 50 |
|
|
2021
Q1 | $307K | Buy |
2,384
+3
| +0.1% | +$386 | 0.14% | 59 |
|
|
2020
Q4 | $273K | Sell |
2,381
-136
| -5% | -$15.6K | 0.12% | 62 |
|
|
2020
Q3 | $285K | Buy |
2,517
+4
| +0.2% | +$453 | 0.15% | 52 |
|
|
2020
Q2 | $266K | Buy |
2,513
+105
| +4% | +$11.1K | 0.14% | 55 |
|
|
2020
Q1 | $222K | Buy |
2,408
+6
| +0.2% | +$553 | 0.17% | 55 |
|
|
2019
Q4 | $273K | Buy |
2,402
+4
| +0.2% | +$455 | 0.16% | 58 |
|
|
2019
Q3 | $275K | Buy |
2,398
+4
| +0.2% | +$459 | 0.18% | 51 |
|
|
2019
Q2 | $276K | Buy |
2,394
+3
| +0.1% | +$346 | 0.18% | 51 |
|
|
2019
Q1 | $248K | Buy |
2,391
+5
| +0.2% | +$519 | 0.16% | 58 |
|
|
2018
Q4 | $212K | Buy |
2,386
+10
| +0.4% | +$889 | 0.15% | 66 |
|
|
2018
Q3 | $215K | Buy |
+2,376
| New | +$215K | 0.13% | 71 |
|
|
2018
Q1 | – | Sell |
-2,428
| Closed | -$210K | – | 75 |
|
|
2017
Q4 | $210K | Buy |
+2,428
| New | +$210K | 0.14% | 73 |
|
|
2017
Q3 | – | Sell |
-2,407
| Closed | -$182K | – | 343 |
|
|
2017
Q2 | $182K | Buy |
+2,407
| New | +$182K | 0.12% | 75 |
|