Pathway Financial Advisers’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 | $3.31M | Buy |
14,456
+249
| +2% | +$57K | 1.07% | 32 |
|
|
2025
Q1 | $3.29M | Buy |
14,207
+493
| +4% | +$114K | 1.13% | 32 |
|
|
2024
Q4 | $2.77M | Buy |
13,714
+216
| +2% | +$43.6K | 0.93% | 36 |
|
|
2024
Q3 | $2.8M | Sell |
13,498
-743
| -5% | -$154K | 1.27% | 28 |
|
|
2024
Q2 | $3.02M | Sell |
14,241
-166
| -1% | -$35.2K | 1.08% | 29 |
|
|
2024
Q1 | $3.07M | Sell |
14,407
-1,447
| -9% | -$308K | 1.11% | 27 |
|
|
2023
Q4 | $2.83M | Buy |
15,854
+133
| +0.8% | +$23.7K | 1.08% | 29 |
|
|
2023
Q3 | $2.4M | Buy |
+15,721
| New | +$2.4M | 0.99% | 31 |
|
|
2023
Q1 | $2.68M | Buy |
16,393
+179
| +1% | +$29.2K | 1.08% | 28 |
|
|
2022
Q4 | $2.54M | Buy |
+16,214
| New | +$2.54M | 1.03% | 30 |
|