Nikulski Financial’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 | $3M | Buy |
13,108
+400
| +3% | +$91.5K | 0.82% | 37 |
|
|
2025
Q1 | $2.94M | Buy |
12,708
+224
| +2% | +$51.9K | 0.89% | 37 |
|
|
2024
Q4 | $2.52M | Buy |
12,484
+477
| +4% | +$96.3K | 0.74% | 43 |
|
|
2024
Q3 | $2.49M | Buy |
12,007
+1,375
| +13% | +$285K | 0.75% | 43 |
|
|
2024
Q2 | $2.27M | Buy |
10,632
+500
| +5% | +$107K | 0.72% | 42 |
|
|
2024
Q1 | $2.16M | Buy |
10,132
+6,337
| +167% | +$1.35M | 0.72% | 41 |
|
|
2023
Q4 | $680K | Hold |
3,795
| – | – | 0.25% | 83 |
|
|
2023
Q3 | $579K | Sell |
3,795
-39
| -1% | -$5.95K | 0.24% | 80 |
|
|
2023
Q2 | $665K | Hold |
3,834
| – | – | 0.27% | 80 |
|
|
2023
Q1 | $626K | Sell |
3,834
-21
| -0.5% | -$3.43K | 0.28% | 82 |
|
|
2022
Q4 | $605K | Hold |
3,855
| – | – | 0.29% | 82 |
|
|
2022
Q3 | $618K | Sell |
3,855
-5
| -0.1% | -$802 | 0.32% | 68 |
|
|
2022
Q2 | $591K | Hold |
3,860
| – | – | 0.29% | 72 |
|
|
2022
Q1 | $612K | Sell |
3,860
-120
| -3% | -$19K | 0.26% | 83 |
|
|
2021
Q4 | $664K | Sell |
3,980
-290
| -7% | -$48.4K | 0.28% | 77 |
|
|
2021
Q3 | $638K | Sell |
4,270
-116
| -3% | -$17.3K | 0.3% | 75 |
|
|
2021
Q2 | $635K | Sell |
4,386
-80
| -2% | -$11.6K | 0.3% | 76 |
|
|
2021
Q1 | $576K | Buy |
4,466
+836
| +23% | +$108K | 0.3% | 73 |
|
|
2020
Q4 | $428K | Buy |
3,630
+470
| +15% | +$55.4K | 0.23% | 78 |
|
|
2020
Q3 | $358K | Buy |
3,160
+285
| +10% | +$32.3K | 0.23% | 79 |
|
|
2020
Q2 | $304K | Buy |
+2,875
| New | +$304K | 0.21% | 83 |
|