Rise 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 | $358K | Sell |
1,567
-124
| -7% | -$28.4K | 0.14% | 63 |
|
|
2025
Q1 | $392K | Sell |
1,691
-229
| -12% | -$53K | 0.17% | 55 |
|
|
2024
Q4 | $387K | Sell |
1,920
-119
| -6% | -$24K | 0.19% | 55 |
|
|
2024
Q3 | $423K | Buy |
2,039
+30
| +1% | +$6.23K | 0.2% | 53 |
|
|
2024
Q2 | $429K | Buy |
2,009
+125
| +7% | +$26.7K | 0.23% | 47 |
|
|
2024
Q1 | $402K | Buy |
1,884
+362
| +24% | +$77.2K | 0.21% | 48 |
|
|
2023
Q4 | $273K | Buy |
1,522
+146
| +11% | +$26.1K | 0.19% | 56 |
|
|
2023
Q3 | $210K | Buy |
1,376
+357
| +35% | +$54.4K | 0.17% | 61 |
|
|
2023
Q2 | $177K | Sell |
1,019
-50
| -5% | -$8.67K | 0.14% | 70 |
|
|
2023
Q1 | $174K | Buy |
1,069
+365
| +52% | +$59.6K | 0.13% | 73 |
|
|
2022
Q4 | $111K | Buy |
704
+187
| +36% | +$29.4K | 0.09% | 97 |
|
|
2022
Q3 | $83K | Buy |
517
+9
| +2% | +$1.45K | 0.07% | 108 |
|
|
2022
Q2 | $78K | Buy |
508
+224
| +79% | +$34.4K | 0.08% | 109 |
|
|
2022
Q1 | $45K | Buy |
284
+1
| +0.4% | +$158 | 0.04% | 157 |
|
|
2021
Q4 | $47.3K | Buy |
+283
| New | +$47.3K | 0.05% | 153 |
|