Planning Directions’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 | – | Sell |
-1,024
| Closed | -$237K | – | 120 |
|
|
2025
Q1 | $237K | Buy |
1,024
+3
| +0.3% | +$695 | 0.1% | 110 |
|
|
2024
Q4 | $206K | Buy |
1,021
+4
| +0.4% | +$807 | 0.12% | 76 |
|
|
2024
Q3 | $211K | Buy |
1,017
+4
| +0.4% | +$830 | 0.13% | 78 |
|
|
2024
Q2 | $216K | Buy |
1,013
+3
| +0.3% | +$640 | 0.15% | 68 |
|
|
2024
Q1 | $215K | Buy |
+1,010
| New | +$215K | 0.15% | 69 |
|