Prestige Wealth Management 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 | $413K | Buy |
1,807
+444
| +33% | +$102K | 0.08% | 115 |
|
|
2025
Q1 | $316K | Buy |
1,363
+43
| +3% | +$9.96K | 0.07% | 131 |
|
|
2024
Q4 | $266K | Sell |
1,320
-431
| -25% | -$87K | 0.06% | 143 |
|
|
2024
Q3 | $364K | Buy |
1,751
+133
| +8% | +$27.6K | 0.08% | 120 |
|
|
2024
Q2 | $345K | Buy |
1,618
+1,327
| +456% | +$283K | 0.07% | 107 |
|
|
2024
Q1 | $62K | Sell |
291
-91
| -24% | -$19.4K | 0.01% | 238 |
|
|
2023
Q4 | $68.4K | Sell |
382
-20
| -5% | -$3.58K | 0.02% | 218 |
|
|
2023
Q3 | $61.3K | Sell |
402
-9
| -2% | -$1.37K | 0.02% | 218 |
|
|
2023
Q2 | $71.3K | Sell |
411
-1,415
| -77% | -$245K | 0.02% | 232 |
|
|
2023
Q1 | $298K | Buy |
1,826
+84
| +5% | +$13.7K | 0.07% | 120 |
|
|
2022
Q4 | $273K | Buy |
1,742
+51
| +3% | +$8K | 0.07% | 118 |
|
|
2022
Q3 | $271K | Buy |
1,691
+98
| +6% | +$15.7K | 0.08% | 114 |
|
|
2022
Q2 | $244K | Buy |
1,593
+214
| +16% | +$32.8K | 0.07% | 122 |
|
|
2022
Q1 | $219K | Buy |
1,379
+51
| +4% | +$8.1K | 0.05% | 131 |
|
|
2021
Q4 | $222K | Buy |
1,328
+45
| +4% | +$7.52K | 0.05% | 133 |
|
|
2021
Q3 | $191K | Buy |
1,283
+86
| +7% | +$12.8K | 0.05% | 141 |
|
|
2021
Q2 | $168K | Buy |
1,197
+53
| +5% | +$7.44K | 0.04% | 147 |
|
|
2021
Q1 | $148K | Buy |
1,144
+140
| +14% | +$18.1K | 0.04% | 148 |
|
|
2020
Q4 | $119K | Sell |
1,004
-316
| -24% | -$37.5K | 0.03% | 159 |
|
|
2020
Q3 | $150K | Buy |
1,320
+317
| +32% | +$36K | 0.05% | 137 |
|
|
2020
Q2 | $106K | Buy |
1,003
+458
| +84% | +$48.4K | 0.04% | 146 |
|
|
2020
Q1 | $51K | Buy |
545
+485
| +808% | +$45.4K | 0.02% | 178 |
|
|
2019
Q4 | $7K | Buy |
60
+33
| +122% | +$3.85K | ﹤0.01% | 394 |
|
|
2019
Q3 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 474 |
|
|
2019
Q1 | – | Sell |
-49
| Closed | -$4K | – | 1144 |
|
|
2018
Q4 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 678 |
|