PBMares Wealth Management’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 | $359K | Buy |
1,568
+1
| +0.1% | +$229 | 0.07% | 135 |
|
|
2025
Q1 | $363K | Hold |
1,567
| – | – | 0.07% | 128 |
|
|
2024
Q4 | $316K | Buy |
1,567
+1
| +0.1% | +$202 | 0.06% | 145 |
|
|
2024
Q3 | $325K | Buy |
1,566
+364
| +30% | +$75.6K | 0.07% | 140 |
|
|
2024
Q2 | $256K | Hold |
1,202
| – | – | 0.06% | 155 |
|
|
2024
Q1 | $256K | Hold |
1,202
| – | – | 0.07% | 157 |
|
|
2023
Q4 | $215K | Buy |
+1,202
| New | +$215K | 0.06% | 164 |
|
|
2022
Q2 | – | Sell |
-1,301
| Closed | -$206K | – | 167 |
|
|
2022
Q1 | $206K | Buy |
1,301
+8
| +0.6% | +$1.27K | 0.13% | 146 |
|
|
2021
Q4 | $216K | Buy |
+1,293
| New | +$216K | 0.09% | 147 |
|