Principle Wealth Partners’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 | $5.47M | Sell |
23,893
-112
| -0.5% | -$25.6K | 0.34% | 63 |
|
|
2025
Q1 | $5.56M | Sell |
24,005
-155
| -0.6% | -$35.9K | 0.4% | 59 |
|
|
2024
Q4 | $4.88M | Sell |
24,160
-835
| -3% | -$168K | 0.34% | 67 |
|
|
2024
Q3 | $5.19M | Sell |
24,995
-1,389
| -5% | -$288K | 0.37% | 65 |
|
|
2024
Q2 | $5.63M | Sell |
26,384
-430
| -2% | -$91.7K | 0.43% | 56 |
|
|
2024
Q1 | $5.72M | Sell |
26,814
-144
| -0.5% | -$30.7K | 0.45% | 54 |
|
|
2023
Q4 | $4.83M | Hold |
26,958
| – | – | 0.42% | 61 |
|
|
2023
Q3 | $4.11M | Buy |
26,958
+61
| +0.2% | +$9.3K | 0.41% | 63 |
|
|
2023
Q2 | $4.66M | Buy |
26,897
+300
| +1% | +$52K | 0.47% | 52 |
|
|
2023
Q1 | $4.34M | Buy |
26,597
+186
| +0.7% | +$30.3K | 0.46% | 54 |
|
|
2022
Q4 | $4.14M | Sell |
26,411
-2,119
| -7% | -$332K | 0.47% | 54 |
|
|
2022
Q3 | $4.57K | Sell |
28,530
-80
| -0.3% | -$13 | 0.43% | 44 |
|
|
2022
Q2 | $4.38M | Sell |
28,610
-1,225
| -4% | -$187K | 0.53% | 44 |
|
|
2022
Q1 | $4.73M | Buy |
29,835
+2,945
| +11% | +$467K | 0.5% | 47 |
|
|
2021
Q4 | $4.49M | Sell |
26,890
-895
| -3% | -$149K | 0.47% | 48 |
|
|
2021
Q3 | $4.15M | Buy |
27,785
+55
| +0.2% | +$8.22K | 0.48% | 48 |
|
|
2021
Q2 | $3.89M | Buy |
27,730
+350
| +1% | +$49K | 0.44% | 52 |
|
|
2021
Q1 | $3.53M | Buy |
27,380
+2,030
| +8% | +$262K | 0.41% | 54 |
|
|
2020
Q4 | $2.99M | Buy |
+25,350
| New | +$2.99M | 0.39% | 56 |
|
|
2020
Q3 | – | Sell |
-900
| Closed | -$95K | – | 435 |
|
|
2020
Q2 | $95K | Buy |
+900
| New | +$95K | 0.03% | 219 |
|