Peachtree Investment Partners’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 | $977K | Buy |
4,268
+2,539
| +147% | +$581K | 0.37% | 35 |
|
|
2025
Q1 | $400K | Buy |
+1,729
| New | +$400K | 0.16% | 59 |
|
|
2024
Q1 | – | Sell |
-1,581
| Closed | -$283K | – | 110 |
|
|
2023
Q4 | $283K | Hold |
1,581
| – | – | 0.12% | 72 |
|
|
2023
Q3 | $241K | Hold |
1,581
| – | – | 0.12% | 71 |
|
|
2023
Q2 | $274K | Sell |
1,581
-50
| -3% | -$8.67K | 0.13% | 76 |
|
|
2023
Q1 | $266K | Sell |
1,631
-99
| -6% | -$16.2K | 0.17% | 62 |
|
|
2022
Q4 | $271K | Buy |
1,730
+15
| +0.9% | +$2.35K | 0.17% | 68 |
|
|
2022
Q3 | $275K | Buy |
1,715
+136
| +9% | +$21.8K | 0.18% | 58 |
|
|
2022
Q2 | $242K | Buy |
+1,579
| New | +$242K | 0.15% | 69 |
|