PFS Investments’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.23M | Buy |
35,920
+1,421
| +4% | +$246K | 0.1% | 191 |
|
|
2023
Q1 | $5.65M | Buy |
34,499
+1,031
| +3% | +$169K | 0.1% | 182 |
|
|
2022
Q4 | $5.25M | Sell |
33,468
-3,843
| -10% | -$603K | 0.1% | 189 |
|
|
2022
Q3 | $5.98K | Buy |
37,311
+2,125
| +6% | +$340 | 0.11% | 156 |
|
|
2022
Q2 | $5.38M | Buy |
35,186
+3,167
| +10% | +$485K | 0.11% | 175 |
|
|
2022
Q1 | $5.08M | Buy |
32,019
+1,534
| +5% | +$243K | 0.1% | 193 |
|
|
2021
Q4 | $5.09M | Sell |
30,485
-4,466
| -13% | -$745K | 0.1% | 185 |
|
|
2021
Q3 | $5.59M | Buy |
34,951
+942
| +3% | +$151K | 0.12% | 160 |
|
|
2021
Q2 | $4.87M | Buy |
34,009
+1,471
| +5% | +$210K | 0.11% | 166 |
|
|
2021
Q1 | $4.2M | Buy |
32,538
+1,667
| +5% | +$215K | 0.11% | 172 |
|
|
2020
Q4 | $3.61M | Buy |
30,871
+4,097
| +15% | +$479K | 0.1% | 167 |
|
|
2020
Q3 | $3.03M | Sell |
26,774
-7,856
| -23% | -$889K | 0.1% | 161 |
|
|
2020
Q2 | $3.67M | Buy |
34,630
+7,259
| +27% | +$769K | 0.14% | 128 |
|
|
2020
Q1 | $2.53M | Buy |
27,371
+10,801
| +65% | +$1,000K | 0.11% | 137 |
|
|
2019
Q4 | $1.89M | Buy |
16,570
+8,148
| +97% | +$928K | 0.07% | 151 |
|
|
2019
Q3 | $969K | Buy |
8,422
+4,128
| +96% | +$475K | 0.04% | 152 |
|
|
2019
Q2 | $500K | Buy |
+4,294
| New | +$500K | 0.02% | 148 |
|