Regent Peak Wealth 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
Q1 | $268K | Sell |
1,158
-21
| -2% | -$4.86K | 0.06% | 130 |
|
|
2024
Q4 | $238K | Buy |
1,179
+11
| +0.9% | +$2.22K | 0.05% | 144 |
|
|
2024
Q3 | $242K | Buy |
1,168
+6
| +0.5% | +$1.25K | 0.06% | 144 |
|
|
2024
Q2 | $248K | Buy |
1,162
+46
| +4% | +$9.81K | 0.06% | 139 |
|
|
2024
Q1 | $238K | Sell |
1,116
-13
| -1% | -$2.77K | 0.06% | 140 |
|
|
2023
Q4 | $202K | Buy |
+1,129
| New | +$202K | 0.05% | 159 |
|
|
2021
Q1 | – | Sell |
-988
| Closed | -$117K | – | 1005 |
|
|
2020
Q4 | $117K | Buy |
+988
| New | +$117K | 0.04% | 193 |
|