Phillips Wealth Planners’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 | $276K | Sell |
1,226
-16
| -1% | -$3.6K | 0.25% | 152 |
|
|
2025
Q1 | $285K | Sell |
1,242
-13
| -1% | -$2.98K | 0.3% | 117 |
|
|
2024
Q4 | $260K | Buy |
1,255
+38
| +3% | +$7.88K | 0.26% | 135 |
|
|
2024
Q3 | $259K | Sell |
1,217
-25
| -2% | -$5.33K | 0.25% | 148 |
|
|
2024
Q2 | $262K | Sell |
1,242
-20
| -2% | -$4.22K | 0.28% | 136 |
|
|
2024
Q1 | $259K | Sell |
1,262
-234
| -16% | -$48K | 0.3% | 135 |
|
|
2023
Q4 | $275K | Buy |
1,496
+182
| +14% | +$33.4K | 0.33% | 113 |
|
|
2023
Q3 | $206K | Sell |
1,314
-25
| -2% | -$3.93K | 0.28% | 139 |
|
|
2023
Q2 | $232K | Sell |
1,339
-70
| -5% | -$12.1K | 0.3% | 127 |
|
|
2023
Q1 | $235K | Sell |
1,409
-7
| -0.5% | -$1.17K | 0.31% | 122 |
|
|
2022
Q4 | $216K | Buy |
+1,416
| New | +$216K | 0.38% | 97 |
|