Quotient 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 | $729K | Sell |
3,188
-143
| -4% | -$32.7K | 0.02% | 147 |
|
|
2025
Q1 | $771K | Sell |
3,331
-488
| -13% | -$113K | 0.02% | 130 |
|
|
2024
Q4 | $771K | Sell |
3,819
-655
| -15% | -$132K | 0.03% | 128 |
|
|
2024
Q3 | $929K | Sell |
4,474
-361
| -7% | -$75K | 0.03% | 118 |
|
|
2024
Q2 | $1.03M | Buy |
4,835
+1,920
| +66% | +$410K | 0.04% | 103 |
|
|
2024
Q1 | $621K | Buy |
2,915
+1,256
| +76% | +$268K | 0.02% | 150 |
|
|
2023
Q4 | $297K | Buy |
+1,659
| New | +$297K | 0.01% | 229 |
|