Proficio Capital 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 | $505K | Buy |
2,206
+745
| +51% | +$170K | 0.03% | 247 |
|
|
2025
Q1 | $338K | Sell |
1,461
-2
| -0.1% | -$463 | 0.03% | 272 |
|
|
2024
Q4 | $295K | Buy |
+1,463
| New | +$295K | 0.02% | 265 |
|
|
2024
Q3 | – | Sell |
-1,337
| Closed | -$285K | – | 346 |
|
|
2024
Q2 | $285K | Buy |
1,337
+55
| +4% | +$11.7K | 0.03% | 256 |
|
|
2024
Q1 | $273K | Buy |
1,282
+60
| +5% | +$12.8K | 0.03% | 266 |
|
|
2023
Q4 | $219K | Buy |
+1,222
| New | +$219K | 0.03% | 281 |
|
|
2019
Q3 | – | Sell |
-730
| Closed | -$84K | – | 1554 |
|
|
2019
Q2 | $84K | Buy |
730
+173
| +31% | +$19.9K | 0.03% | 245 |
|
|
2019
Q1 | $58K | Buy |
557
+62
| +13% | +$6.46K | 0.02% | 302 |
|
|
2018
Q4 | $44K | Buy |
495
+165
| +50% | +$14.7K | 0.02% | 323 |
|
|
2018
Q3 | $30K | Hold |
330
| – | – | 0.01% | 476 |
|
|
2018
Q2 | $27K | Buy |
330
+12
| +4% | +$982 | 0.01% | 512 |
|
|
2018
Q1 | $27K | Buy |
318
+13
| +4% | +$1.1K | 0.01% | 506 |
|
|
2017
Q4 | $26K | Buy |
305
+22
| +8% | +$1.88K | 0.01% | 506 |
|
|
2017
Q3 | $22K | Sell |
283
-31
| -10% | -$2.41K | 0.01% | 572 |
|
|
2017
Q2 | $24K | Buy |
314
+21
| +7% | +$1.61K | 0.01% | 556 |
|
|
2017
Q1 | $21K | Buy |
293
+9
| +3% | +$645 | 0.01% | 608 |
|
|
2016
Q4 | $20K | Buy |
284
+64
| +29% | +$4.51K | 0.01% | 447 |
|
|
2016
Q3 | $14K | Hold |
220
| – | – | 0.01% | 509 |
|
|
2016
Q2 | $15K | Buy |
220
+141
| +178% | +$9.61K | 0.01% | 490 |
|
|
2016
Q1 | $5K | Sell |
79
-104
| -57% | -$6.58K | ﹤0.01% | 536 |
|
|
2015
Q4 | $10K | Buy |
+183
| New | +$10K | 0.01% | 279 |
|