Phoenix 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 | $1.06M | Buy |
4,657
+2,858
| +159% | +$654K | 0.01% | 231 |
|
2025
Q1 | $417K | Buy |
1,799
+143
| +9% | +$33.1K | 0.01% | 267 |
|
2024
Q4 | $334K | Buy |
1,656
+170
| +11% | +$34.3K | ﹤0.01% | 300 |
|
2024
Q3 | $309K | Buy |
1,486
+129
| +10% | +$26.8K | ﹤0.01% | 292 |
|
2024
Q2 | $289K | Sell |
1,357
-462
| -25% | -$98.4K | ﹤0.01% | 292 |
|
2024
Q1 | $387K | Buy |
+1,819
| New | +$387K | 0.01% | 294 |
|
2020
Q4 | – | Sell |
-2,985
| Closed | -$319K | – | 431 |
|
2020
Q3 | $319K | Buy |
+2,985
| New | +$319K | 0.01% | 255 |
|