NFP Retirement Inc’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 | $439K | Buy |
1,917
+10
| +0.5% | +$2.29K | 0.03% | 216 |
|
|
2025
Q1 | $441K | Buy |
1,907
+6
| +0.3% | +$1.39K | 0.04% | 192 |
|
|
2024
Q4 | $384K | Sell |
1,901
-34
| -2% | -$6.86K | 0.03% | 212 |
|
|
2024
Q3 | $402K | Sell |
1,935
-1,015
| -34% | -$211K | 0.03% | 207 |
|
|
2024
Q2 | $629K | Buy |
2,950
+3
| +0.1% | +$640 | 0.05% | 162 |
|
|
2024
Q1 | $628K | Buy |
2,947
+397
| +16% | +$84.7K | 0.05% | 159 |
|
|
2023
Q4 | $457K | Buy |
2,550
+4
| +0.2% | +$717 | 0.08% | 158 |
|
|
2023
Q3 | $388K | Buy |
2,546
+60
| +2% | +$9.15K | 0.07% | 161 |
|
|
2023
Q2 | $431K | Buy |
2,486
+4
| +0.2% | +$694 | 0.08% | 158 |
|
|
2023
Q1 | $405K | Buy |
2,482
+96
| +4% | +$15.7K | 0.08% | 169 |
|
|
2022
Q4 | $374K | Hold |
2,386
| – | – | 0.08% | 171 |
|
|
2022
Q3 | $382K | Buy |
2,386
+192
| +9% | +$30.8K | 0.09% | 159 |
|
|
2022
Q2 | $336K | Hold |
2,194
| – | – | 0.09% | 172 |
|
|
2022
Q1 | $348K | Buy |
+2,194
| New | +$348K | 0.08% | 163 |
|
|
2020
Q2 | – | Sell |
-2,167
| Closed | -$201K | – | 105 |
|
|
2020
Q1 | $201K | Hold |
2,167
| – | – | 0.2% | 78 |
|
|
2019
Q4 | $247K | Buy |
+2,167
| New | +$247K | 0.23% | 76 |
|