PWM
Palumbo Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.49M | Sell |
37,118
-216
| -0.6% | -$49.4K | 2.63% | 8 |
|
|
2025
Q1 | $8.64M | Buy |
37,334
+3,590
| +11% | +$831K | 2.89% | 6 |
|
|
2024
Q4 | $6.81M | Buy |
33,744
+2,191
| +7% | +$442K | 2.54% | 8 |
|
|
2024
Q3 | $6.55M | Buy |
31,553
+524
| +2% | +$109K | 2.55% | 8 |
|
|
2024
Q2 | $6.62M | Sell |
31,029
-1,409
| -4% | -$301K | 2.8% | 8 |
|
|
2024
Q1 | $6.91M | Sell |
32,438
-406
| -1% | -$86.5K | 3.1% | 7 |
|
|
2023
Q4 | $5.88M | Sell |
32,844
-458
| -1% | -$82K | 3.01% | 9 |
|
|
2023
Q3 | $5.08M | Buy |
33,302
+22,454
| +207% | +$3.42M | 2.79% | 9 |
|
|
2023
Q2 | $1.88M | Buy |
10,848
+904
| +9% | +$157K | 1.15% | 17 |
|
|
2023
Q1 | $1.62M | Buy |
9,944
+2,839
| +40% | +$463K | 1.08% | 17 |
|
|
2022
Q4 | $1.11M | Buy |
7,105
+453
| +7% | +$71.1K | 0.89% | 27 |
|
|
2022
Q3 | $1.07M | Buy |
6,652
+210
| +3% | +$33.7K | 0.9% | 24 |
|
|
2022
Q2 | $986K | Buy |
6,442
+616
| +11% | +$94.3K | 0.78% | 28 |
|
|
2022
Q1 | $923K | Buy |
5,826
+158
| +3% | +$25K | 0.59% | 41 |
|
|
2021
Q4 | $946K | Buy |
5,668
+295
| +5% | +$49.2K | 0.59% | 37 |
|
|
2021
Q3 | $803K | Sell |
5,373
-412
| -7% | -$61.6K | 0.53% | 42 |
|
|
2021
Q2 | $811K | Buy |
5,785
+409
| +8% | +$57.3K | 0.54% | 42 |
|
|
2021
Q1 | $694K | Buy |
5,376
+456
| +9% | +$58.9K | 0.52% | 50 |
|
|
2020
Q4 | $580K | Buy |
+4,920
| New | +$580K | 0.47% | 51 |
|