NewSquare Capital’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 | $245K | Buy |
1,072
+621
| +138% | +$142K | 0.02% | 168 |
|
|
2025
Q1 | $104K | Buy |
451
+88
| +24% | +$20.4K | 0.01% | 189 |
|
|
2024
Q4 | $73.3K | Buy |
363
+163
| +82% | +$32.9K | 0.01% | 181 |
|
|
2024
Q3 | $41.5K | Hold |
200
| – | – | ﹤0.01% | 172 |
|
|
2024
Q2 | $42.7K | Sell |
200
-500
| -71% | -$107K | ﹤0.01% | 168 |
|
|
2024
Q1 | $149K | Hold |
700
| – | – | 0.01% | 156 |
|
|
2023
Q4 | $125K | Hold |
700
| – | – | 0.01% | 157 |
|
|
2023
Q3 | $107K | Hold |
700
| – | – | 0.01% | 165 |
|
|
2023
Q2 | $121K | Sell |
700
-92
| -12% | -$16K | 0.01% | 163 |
|
|
2023
Q1 | $129K | Buy |
792
+92
| +13% | +$15K | 0.02% | 161 |
|
|
2022
Q4 | $110K | Hold |
700
| – | – | 0.01% | 157 |
|
|
2022
Q3 | $112K | Sell |
700
-335
| -32% | -$53.6K | 0.01% | 157 |
|
|
2022
Q2 | $158K | Hold |
1,035
| – | – | 0.02% | 153 |
|
|
2022
Q1 | $164K | Hold |
1,035
| – | – | 0.02% | 164 |
|
|
2021
Q4 | $173K | Hold |
1,035
| – | – | 0.02% | 163 |
|
|
2021
Q3 | $155K | Hold |
1,035
| – | – | 0.02% | 166 |
|
|
2021
Q2 | $145K | Hold |
1,035
| – | – | 0.02% | 162 |
|
|
2021
Q1 | $134K | Hold |
1,035
| – | – | 0.02% | 151 |
|
|
2020
Q4 | $122K | Hold |
1,035
| – | – | 0.02% | 153 |
|
|
2020
Q3 | $117K | Hold |
1,035
| – | – | 0.02% | 138 |
|
|
2020
Q2 | $110K | Sell |
1,035
-17
| -2% | -$1.81K | 0.02% | 145 |
|
|
2020
Q1 | $97K | Buy |
1,052
+17
| +2% | +$1.57K | 0.02% | 150 |
|
|
2019
Q4 | $118K | Sell |
1,035
-545
| -34% | -$62.1K | 0.02% | 137 |
|
|
2019
Q3 | $182K | Buy |
1,580
+145
| +10% | +$16.7K | 0.03% | 114 |
|
|
2019
Q2 | $166K | Buy |
1,435
+285
| +25% | +$33K | 0.03% | 125 |
|
|
2019
Q1 | $119K | Buy |
1,150
+115
| +11% | +$11.9K | 0.02% | 129 |
|
|
2018
Q4 | $92K | Hold |
1,035
| – | – | 0.02% | 126 |
|
|
2018
Q3 | $94K | Hold |
1,035
| – | – | 0.02% | 137 |
|
|
2018
Q2 | $86K | Hold |
1,035
| – | – | 0.02% | 141 |
|
|
2018
Q1 | $87K | Hold |
1,035
| – | – | 0.02% | 123 |
|
|
2017
Q4 | $89K | Buy |
+1,035
| New | +$89K | 0.02% | 119 |
|
|
2016
Q4 | – | Sell |
-78
| Closed | -$5K | – | 472 |
|
|
2016
Q3 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 331 |
|