Pinnacle Wealth Planning Services’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 | $398K | Sell |
1,741
-141
| -7% | -$32.3K | 0.05% | 236 |
|
|
2025
Q1 | $436K | Buy |
1,882
+1
| +0.1% | +$232 | 0.07% | 185 |
|
|
2024
Q4 | $380K | Sell |
1,881
-715
| -28% | -$144K | 0.06% | 203 |
|
|
2024
Q3 | $539K | Buy |
2,596
+311
| +14% | +$64.6K | 0.07% | 181 |
|
|
2024
Q2 | $487K | Sell |
2,285
-41
| -2% | -$8.75K | 0.07% | 184 |
|
|
2024
Q1 | $496K | Buy |
2,326
+30
| +1% | +$6.4K | 0.07% | 193 |
|
|
2023
Q4 | $411K | Sell |
2,296
-11
| -0.5% | -$1.97K | 0.06% | 207 |
|
|
2023
Q3 | $352K | Buy |
2,307
+1
| +0% | +$152 | 0.06% | 220 |
|
|
2023
Q2 | $400K | Sell |
2,306
-86
| -4% | -$14.9K | 0.06% | 206 |
|
|
2023
Q1 | $390K | Sell |
2,392
-2
| -0.1% | -$326 | 0.06% | 217 |
|
|
2022
Q4 | $376K | Buy |
2,394
+21
| +0.9% | +$3.29K | 0.07% | 214 |
|
|
2022
Q3 | $381K | Hold |
2,373
| – | – | 0.07% | 186 |
|
|
2022
Q2 | $363K | Sell |
2,373
-215
| -8% | -$32.9K | 0.07% | 204 |
|
|
2022
Q1 | $410K | Buy |
2,588
+158
| +7% | +$25K | 0.07% | 199 |
|
|
2021
Q4 | $405K | Buy |
2,430
+413
| +20% | +$68.8K | 0.08% | 200 |
|
|
2021
Q3 | $301K | Buy |
2,017
+120
| +6% | +$17.9K | 0.07% | 240 |
|
|
2021
Q2 | $266K | Sell |
1,897
-9
| -0.5% | -$1.26K | 0.06% | 252 |
|
|
2021
Q1 | $246K | Buy |
1,906
+283
| +17% | +$36.5K | 0.06% | 252 |
|
|
2020
Q4 | $191K | Buy |
+1,623
| New | +$191K | 0.05% | 293 |
|