Personal CFO Solutions’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 | $410K | Buy |
1,792
+101
| +6% | +$23.1K | 0.08% | 254 |
|
|
2025
Q1 | $391K | Sell |
1,691
-24
| -1% | -$5.56K | 0.08% | 256 |
|
|
2024
Q4 | $346K | Sell |
1,715
-39
| -2% | -$7.87K | 0.07% | 278 |
|
|
2024
Q3 | $364K | Buy |
1,754
+309
| +21% | +$64.1K | 0.05% | 343 |
|
|
2024
Q2 | $308K | Sell |
1,445
-104
| -7% | -$22.2K | 0.05% | 370 |
|
|
2024
Q1 | $330K | Buy |
1,549
+155
| +11% | +$33K | 0.05% | 370 |
|
|
2023
Q4 | $250K | Sell |
1,394
-12
| -0.9% | -$2.15K | 0.04% | 422 |
|
|
2023
Q3 | $214K | Buy |
1,406
+46
| +3% | +$7.01K | 0.04% | 422 |
|
|
2023
Q2 | $236K | Sell |
1,360
-17
| -1% | -$2.95K | 0.05% | 400 |
|
|
2023
Q1 | $225K | Buy |
1,377
+65
| +5% | +$10.6K | 0.05% | 412 |
|
|
2022
Q4 | $206K | Sell |
1,312
-1,076
| -45% | -$169K | 0.04% | 416 |
|
|
2022
Q3 | $383K | Buy |
2,388
+946
| +66% | +$152K | 0.1% | 202 |
|
|
2022
Q2 | $221K | Sell |
1,442
-2
| -0.1% | -$307 | 0.05% | 364 |
|
|
2022
Q1 | $229K | Buy |
1,444
+75
| +5% | +$11.9K | 0.05% | 406 |
|
|
2021
Q4 | $228K | Sell |
1,369
-37
| -3% | -$6.16K | 0.04% | 410 |
|
|
2021
Q3 | $210K | Buy |
+1,406
| New | +$210K | 0.04% | 407 |
|