Pasadena Private Wealth’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 | $256K | Hold |
1,118
| – | – | 0.04% | 158 |
|
|
2025
Q1 | $259K | Hold |
1,118
| – | – | 0.05% | 153 |
|
|
2024
Q4 | $226K | Hold |
1,118
| – | – | 0.05% | 131 |
|
|
2024
Q3 | $232K | Buy |
1,118
+50
| +5% | +$10.4K | 0.05% | 134 |
|
|
2024
Q2 | $228K | Hold |
1,068
| – | – | 0.05% | 128 |
|
|
2024
Q1 | $228K | Buy |
+1,068
| New | +$228K | 0.05% | 130 |
|
|
2023
Q3 | – | Sell |
-2,068
| Closed | -$359K | – | 116 |
|
|
2023
Q2 | $359K | Buy |
+2,068
| New | +$359K | 0.1% | 67 |
|