Petix & Botte Financial’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 | $449K | Buy |
1,964
+42
| +2% | +$9.61K | 0.11% | 93 |
|
|
2025
Q1 | $445K | Hold |
1,922
| – | – | 0.12% | 88 |
|
|
2024
Q4 | $388K | Hold |
1,922
| – | – | 0.1% | 97 |
|
|
2024
Q3 | $399K | Hold |
1,922
| – | – | 0.11% | 83 |
|
|
2024
Q2 | $410K | Buy |
1,922
+961
| +100% | +$205K | 0.12% | 84 |
|
|
2024
Q1 | $205K | Sell |
961
-961
| -50% | -$205K | 0.05% | 139 |
|
|
2023
Q4 | $344K | Hold |
1,922
| – | – | 0.1% | 91 |
|
|
2023
Q3 | $293K | Hold |
1,922
| – | – | 0.09% | 97 |
|
|
2023
Q2 | $333K | Buy |
+1,922
| New | +$333K | 0.1% | 93 |
|