Ridgecrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,525
| Closed | -$317K | – | 118 |
|
|
2024
Q3 | $317K | Hold |
1,525
| – | – | 0.17% | 83 |
|
|
2024
Q2 | $325K | Hold |
1,525
| – | – | 0.2% | 77 |
|
|
2024
Q1 | $325K | Hold |
1,525
| – | – | 0.19% | 79 |
|
|
2023
Q4 | $273K | Hold |
1,525
| – | – | 0.18% | 79 |
|
|
2023
Q3 | $232K | Hold |
1,525
| – | – | 0.16% | 84 |
|
|
2023
Q2 | $264K | Hold |
1,525
| – | – | 0.17% | 82 |
|
|
2023
Q1 | $249K | Hold |
1,525
| – | – | 0.18% | 84 |
|
|
2022
Q4 | $239K | Hold |
1,525
| – | – | 0.18% | 79 |
|
|
2022
Q3 | $244K | Hold |
1,525
| – | – | 0.2% | 78 |
|
|
2022
Q2 | $233K | Buy |
1,525
+25
| +2% | +$3.82K | 0.17% | 92 |
|
|
2022
Q1 | $238K | Hold |
1,500
| – | – | 0.15% | 98 |
|
|
2021
Q4 | $250K | Hold |
1,500
| – | – | 0.12% | 108 |
|
|
2021
Q3 | $224K | Hold |
1,500
| – | – | 0.12% | 107 |
|
|
2021
Q2 | $210K | Buy |
+1,500
| New | +$210K | 0.13% | 103 |
|