PDS Planning’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 | $584K | Buy |
2,551
+350
| +16% | +$80.1K | 0.04% | 206 |
|
|
2025
Q1 | $510K | Buy |
2,201
+225
| +11% | +$52.1K | 0.04% | 207 |
|
|
2024
Q4 | $399K | Buy |
1,976
+308
| +18% | +$62.2K | 0.04% | 224 |
|
|
2024
Q3 | $346K | Buy |
1,668
+26
| +2% | +$5.4K | 0.03% | 265 |
|
|
2024
Q2 | $350K | Sell |
1,642
-240
| -13% | -$51.2K | 0.04% | 229 |
|
|
2024
Q1 | $401K | Buy |
1,882
+66
| +4% | +$14.1K | 0.04% | 199 |
|
|
2023
Q4 | $325K | Buy |
1,816
+59
| +3% | +$10.6K | 0.04% | 220 |
|
|
2023
Q3 | $268K | Sell |
1,757
-55
| -3% | -$8.38K | 0.03% | 230 |
|
|
2023
Q2 | $314K | Buy |
+1,812
| New | +$314K | 0.04% | 205 |
|