NewSquare Capital’s Waste Management WM Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $245K | Buy | 
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| 
        
          
      
        2025
         Q1  | $104K | Buy | 
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| 
        
          
      
        2024
         Q4  | $73.3K | Buy | 
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| 
        
          
      
        2024
         Q3  | $41.5K | Hold | 
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| 
        
          
      
        2024
         Q2  | $42.7K | Sell | 
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| 
        
          
      
        2024
         Q1  | $149K | Hold | 
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| 
        
          
      
        2023
         Q4  | $125K | Hold | 
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| 
        
          
      
        2023
         Q3  | $107K | Hold | 
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| 
        
          
      
        2023
         Q2  | $121K | Sell | 
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| 
        
          
      
        2023
         Q1  | $129K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $110K | Hold | 
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| 
        
          
      
        2022
         Q3  | $112K | Sell | 
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| 
        
          
      
        2022
         Q2  | $158K | Hold | 
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| 
        
          
      
        2022
         Q1  | $164K | Hold | 
         | 
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| 
        
          
      
        2021
         Q4  | $173K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $155K | Hold | 
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| 
        
          
      
        2021
         Q2  | $145K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $134K | Hold | 
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    |||||
| 
        
          
      
        2020
         Q4  | $122K | Hold | 
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| 
        
          
      
        2020
         Q3  | $117K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $110K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $97K | Buy | 
         | 
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| 
        
          
      
        2019
         Q4  | $118K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $182K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $166K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $119K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $92K | Hold | 
         | 
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| 
        
          
      
        2018
         Q3  | $94K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $86K | Hold | 
         | 
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| 
        
          
      
        2018
         Q1  | $87K | Hold | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $89K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | – | Sell | 
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| 
        
          
      
        2016
         Q3  | $5K | Buy | 
         |