PSI Advisors’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 | – | Sell |
-660
| Closed | -$153K | – | 700 |
|
|
2025
Q1 | $153K | Sell |
660
-156
| -19% | -$36.1K | 0.05% | 132 |
|
|
2024
Q4 | $165K | Buy |
816
+1
| +0.1% | +$202 | 0.05% | 142 |
|
|
2024
Q3 | $169K | Hold |
815
| – | – | 0.05% | 139 |
|
|
2024
Q2 | $174K | Buy |
815
+1
| +0.1% | +$213 | 0.06% | 133 |
|
|
2024
Q1 | $173K | Hold |
814
| – | – | 0.06% | 139 |
|
|
2023
Q4 | $146K | Buy |
814
+1
| +0.1% | +$179 | 0.05% | 150 |
|
|
2023
Q3 | $124K | Buy |
813
+1
| +0.1% | +$152 | 0.05% | 161 |
|
|
2023
Q2 | $141K | Buy |
812
+1
| +0.1% | +$173 | 0.06% | 145 |
|
|
2023
Q1 | $132K | Hold |
811
| – | – | 0.06% | 140 |
|
|
2022
Q4 | $127K | Buy |
811
+151
| +23% | +$23.7K | 0.07% | 136 |
|
|
2022
Q3 | $106K | Hold |
660
| – | – | 0.06% | 156 |
|
|
2022
Q2 | $101K | Sell |
660
-220
| -25% | -$33.7K | 0.05% | 174 |
|
|
2022
Q1 | $139K | Hold |
880
| – | – | 0.06% | 163 |
|
|
2021
Q4 | $147K | Hold |
880
| – | – | 0.06% | 168 |
|
|
2021
Q3 | $131K | Buy |
+880
| New | +$131K | 0.06% | 170 |
|
|
2020
Q1 | – | Sell |
-840
| Closed | -$95K | – | 610 |
|
|
2019
Q4 | $95K | Buy |
+840
| New | +$95K | 0.06% | 193 |
|