Quantum Private Wealth’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
$243K Sell
1,061
-173
-14% -$39.6K 0.08% 150
2025
Q1
$286K Sell
1,234
-55
-4% -$12.7K 0.11% 135
2024
Q4
$260K Sell
1,289
-35
-3% -$7.06K 0.08% 153
2024
Q3
$275K Hold
1,324
0.09% 155
2024
Q2
$282K Sell
1,324
-221
-14% -$47.1K 0.1% 157
2024
Q1
$329K Buy
1,545
+20
+1% +$4.26K 0.12% 137
2023
Q4
$273K Sell
1,525
-5
-0.3% -$896 0.11% 148
2023
Q3
$233K Hold
1,530
0.11% 157
2023
Q2
$265K Hold
1,530
0.12% 148
2023
Q1
$250K Sell
1,530
-130
-8% -$21.2K 0.14% 151
2022
Q4
$260K Hold
1,660
0.17% 140
2022
Q3
$265K Hold
1,660
0.17% 136
2022
Q2
$253K Sell
1,660
-7
-0.4% -$1.07K 0.15% 139
2022
Q1
$264K Sell
1,667
-20
-1% -$3.17K 0.11% 155
2021
Q4
$281K Buy
+1,687
New +$281K 0.11% 166