Parsec Financial Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $209K | Buy |
+1,282
| New | +$209K | 0.01% | 285 |
|
|
2019
Q1 | – | Sell |
-2,690
| Closed | -$239K | – | 245 |
|
|
2018
Q4 | $239K | Hold |
2,690
| – | – | 0.02% | 212 |
|
|
2018
Q3 | $243K | Buy |
+2,690
| New | +$243K | 0.02% | 212 |
|
|
2018
Q2 | – | Sell |
-2,520
| Closed | -$212K | – | 233 |
|
|
2018
Q1 | $212K | Hold |
2,520
| – | – | 0.01% | 215 |
|
|
2017
Q4 | $217K | Buy |
+2,520
| New | +$217K | 0.01% | 219 |
|