NewEdge Wealth’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 | $5.13M | Sell |
22,007
-416
| -2% | -$97K | 0.08% | 194 |
|
|
2025
Q1 | $5.19M | Sell |
22,423
-36
| -0.2% | -$8.33K | 0.09% | 182 |
|
|
2024
Q4 | $4.53M | Buy |
22,459
+13
| +0.1% | +$2.62K | 0.08% | 208 |
|
|
2024
Q3 | $4.66M | Buy |
22,446
+9,431
| +72% | +$1.96M | 0.08% | 203 |
|
|
2024
Q2 | $2.78M | Sell |
13,015
-373
| -3% | -$79.6K | 0.06% | 262 |
|
|
2024
Q1 | $2.77M | Buy |
13,388
+553
| +4% | +$115K | 0.06% | 266 |
|
|
2023
Q4 | $2.3M | Buy |
12,835
+8,470
| +194% | +$1.52M | 0.06% | 275 |
|
|
2023
Q3 | $665K | Buy |
4,365
+373
| +9% | +$56.9K | 0.02% | 424 |
|
|
2023
Q2 | $692K | Sell |
3,992
-20
| -0.5% | -$3.47K | 0.02% | 410 |
|
|
2023
Q1 | $655K | Buy |
4,012
+169
| +4% | +$27.6K | 0.02% | 377 |
|
|
2022
Q4 | $603K | Buy |
3,843
+189
| +5% | +$29.7K | 0.03% | 349 |
|
|
2022
Q3 | $585K | Buy |
3,654
+821
| +29% | +$131K | 0.03% | 330 |
|
|
2022
Q2 | $433K | Buy |
+2,833
| New | +$433K | 0.02% | 411 |
|
|
2021
Q3 | – | Sell |
-1,449
| Closed | -$203K | – | 299 |
|
|
2021
Q2 | $203K | Buy |
+1,449
| New | +$203K | 0.02% | 272 |
|