Northeast Financial Group’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
$810K Sell
3,540
-68
-2% -$15.6K 0.24% 44
2025
Q1
$836K Sell
3,608
-74
-2% -$17.1K 0.29% 41
2024
Q4
$743K Buy
3,682
+86
+2% +$17.4K 0.27% 41
2024
Q3
$747K Buy
3,596
+171
+5% +$35.5K 0.28% 40
2024
Q2
$731K Sell
3,425
-166
-5% -$35.4K 0.31% 42
2024
Q1
$765K Sell
3,591
-2,402
-40% -$512K 0.34% 43
2023
Q4
$1.07M Sell
5,993
-3,160
-35% -$566K 0.53% 35
2023
Q3
$1.4M Buy
9,153
+374
+4% +$57K 0.86% 25
2023
Q2
$1.52M Sell
8,779
-5,895
-40% -$1.02M 0.98% 24
2023
Q1
$2.27M Sell
14,674
-1,025
-7% -$159K 1.64% 16
2022
Q4
$2.46M Sell
15,699
-3,855
-20% -$605K 1.95% 15
2022
Q3
$3.13M Sell
19,554
-180
-0.9% -$28.8K 2.82% 10
2022
Q2
$3.02M Buy
19,734
+5,213
+36% +$798K 2.55% 9
2022
Q1
$2.3M Buy
+14,521
New +$2.3M 1.63% 16