Portside Wealth Group’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 | $858K | Buy |
3,748
+76
| +2% | +$17.4K | 0.13% | 171 |
|
|
2025
Q1 | $850K | Buy |
3,672
+389
| +12% | +$90.1K | 0.14% | 168 |
|
|
2024
Q4 | $662K | Buy |
3,283
+893
| +37% | +$180K | 0.11% | 191 |
|
|
2024
Q3 | $496K | Buy |
2,390
+167
| +8% | +$34.7K | 0.08% | 228 |
|
|
2024
Q2 | $474K | Sell |
2,223
-1,242
| -36% | -$265K | 0.09% | 221 |
|
|
2024
Q1 | $739K | Sell |
3,465
-157
| -4% | -$33.5K | 0.14% | 162 |
|
|
2023
Q4 | $649K | Sell |
3,622
-419
| -10% | -$75K | 0.12% | 179 |
|
|
2023
Q3 | $611K | Buy |
4,041
+306
| +8% | +$46.3K | 0.12% | 168 |
|
|
2023
Q2 | $648K | Buy |
+3,735
| New | +$648K | 0.12% | 170 |
|