Northwest Wealth Management’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 | $293K | Sell |
1,280
-125
| -9% | -$28.6K | 0.05% | 149 |
|
|
2025
Q1 | $325K | Hold |
1,405
| – | – | 0.06% | 129 |
|
|
2024
Q4 | $284K | Sell |
1,405
-175
| -11% | -$35.3K | 0.06% | 125 |
|
|
2024
Q3 | $328K | Hold |
1,580
| – | – | 0.08% | 117 |
|
|
2024
Q2 | $337K | Buy |
1,580
+5
| +0.3% | +$1.07K | 0.09% | 113 |
|
|
2024
Q1 | $336K | Sell |
1,575
-3
| -0.2% | -$639 | 0.09% | 116 |
|
|
2023
Q4 | $283K | Buy |
1,578
+140
| +10% | +$25.1K | 0.09% | 124 |
|
|
2023
Q3 | $219K | Hold |
1,438
| – | – | 0.08% | 132 |
|
|
2023
Q2 | $249K | Sell |
1,438
-103
| -7% | -$17.9K | 0.09% | 128 |
|
|
2023
Q1 | $251K | Buy |
+1,541
| New | +$251K | 0.1% | 126 |
|
|
2019
Q2 | – | Sell |
-264
| Closed | -$27K | – | 474 |
|
|
2019
Q1 | $27K | Hold |
264
| – | – | 0.02% | 272 |
|
|
2018
Q4 | $23K | Hold |
264
| – | – | 0.02% | 269 |
|
|
2018
Q3 | $24K | Hold |
264
| – | – | 0.02% | 287 |
|
|
2018
Q2 | $21K | Hold |
264
| – | – | 0.02% | 294 |
|
|
2018
Q1 | $22K | Buy |
+264
| New | +$22K | 0.02% | 298 |
|