Peterson 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
Q1 | $2.23M | Buy |
9,623
+5,221
| +119% | +$1.21M | 1.5% | 24 |
|
|
2024
Q4 | $888K | Buy |
4,402
+415
| +10% | +$83.7K | 0.53% | 35 |
|
|
2024
Q3 | $828K | Buy |
3,987
+915
| +30% | +$190K | 0.53% | 36 |
|
|
2024
Q2 | $655K | Buy |
+3,072
| New | +$655K | 0.4% | 40 |
|
|
2023
Q4 | – | Sell |
-9,077
| Closed | -$1.38M | – | 59 |
|
|
2023
Q3 | $1.38M | Sell |
9,077
-341
| -4% | -$52K | 1.14% | 23 |
|
|
2023
Q2 | $1.63M | Buy |
9,418
+145
| +2% | +$25.1K | 1.29% | 19 |
|
|
2023
Q1 | $1.51M | Sell |
9,273
-17
| -0.2% | -$2.77K | 1.45% | 19 |
|
|
2022
Q4 | $1.46M | Buy |
9,290
+972
| +12% | +$152K | 1.49% | 19 |
|
|
2022
Q3 | $1.33M | Buy |
8,318
+707
| +9% | +$113K | 1.24% | 24 |
|
|
2022
Q2 | $1.16M | Sell |
7,611
-1,072
| -12% | -$164K | 1.5% | 22 |
|
|
2022
Q1 | $1.38M | Sell |
8,683
-1,539
| -15% | -$244K | 0.92% | 32 |
|
|
2021
Q4 | $1.71M | Buy |
10,222
+320
| +3% | +$53.4K | 1.14% | 33 |
|
|
2021
Q3 | $1.48M | Buy |
9,902
+34
| +0.3% | +$5.08K | 1.15% | 33 |
|
|
2021
Q2 | $1.38M | Buy |
9,868
+2,512
| +34% | +$352K | 1.08% | 33 |
|
|
2021
Q1 | $949K | Buy |
7,356
+427
| +6% | +$55.1K | 0.81% | 31 |
|
|
2020
Q4 | $817K | Buy |
6,929
+379
| +6% | +$44.7K | 0.66% | 31 |
|
|
2020
Q3 | $741K | Sell |
6,550
-5,722
| -47% | -$647K | 0.66% | 28 |
|
|
2020
Q2 | $1.3M | Buy |
12,272
+687
| +6% | +$72.8K | 1.29% | 24 |
|
|
2020
Q1 | $1.07M | Sell |
11,585
-33
| -0.3% | -$3.05K | 1.31% | 25 |
|
|
2019
Q4 | $1.37M | Buy |
+11,618
| New | +$1.37M | 1.25% | 25 |
|