Pacific Capital Wealth Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-199
| Closed | -$40.2K | – | 390 |
|
|
2024
Q4 | $40.2K | Hold |
199
| – | – | 0.01% | 165 |
|
|
2024
Q3 | $41.3K | Hold |
199
| – | – | 0.01% | 176 |
|
|
2024
Q2 | $42.5K | Hold |
199
| – | – | 0.01% | 166 |
|
|
2024
Q1 | $42.4K | Hold |
199
| – | – | 0.01% | 150 |
|
|
2023
Q4 | $35.6K | Buy |
+199
| New | +$35.6K | 0.01% | 154 |
|