Principal Securities’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 | $1.99M | Buy |
8,714
+3,388
| +64% | +$775K | 0.04% | 411 |
|
2025
Q1 | $1.07M | Buy |
5,326
+20
| +0.4% | +$4.04K | 0.02% | 532 |
|
2024
Q4 | $1.07M | Buy |
5,306
+1,272
| +32% | +$257K | 0.02% | 530 |
|
2024
Q3 | $837K | Buy |
4,034
+542
| +16% | +$113K | 0.02% | 586 |
|
2024
Q2 | $745K | Sell |
3,492
-210
| -6% | -$44.8K | 0.02% | 572 |
|
2024
Q1 | $789K | Buy |
3,702
+731
| +25% | +$156K | 0.02% | 516 |
|
2023
Q4 | $532K | Buy |
+2,971
| New | +$532K | 0.02% | 570 |
|