Plancorp LLC’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 | $385K | Buy |
1,684
+112
| +7% | +$25.6K | 0.01% | 258 |
|
|
2025
Q1 | $364K | Buy |
1,572
+455
| +41% | +$105K | 0.01% | 252 |
|
|
2024
Q4 | $225K | Buy |
+1,117
| New | +$225K | 0.01% | 298 |
|
|
2024
Q2 | – | Sell |
-1,088
| Closed | -$232K | – | 304 |
|
|
2024
Q1 | $232K | Buy |
+1,088
| New | +$232K | 0.01% | 267 |
|