RWA 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 | $999K | Sell |
4,365
-195
| -4% | -$44.6K | 0.01% | 330 |
|
|
2025
Q1 | $1.06M | Sell |
4,560
-491
| -10% | -$114K | 0.01% | 314 |
|
|
2024
Q4 | $1.02M | Buy |
5,051
+86
| +2% | +$17.4K | 0.01% | 321 |
|
|
2024
Q3 | $1.03M | Buy |
4,965
+856
| +21% | +$178K | 0.01% | 321 |
|
|
2024
Q2 | $877K | Buy |
4,109
+180
| +5% | +$38.4K | 0.01% | 321 |
|
|
2024
Q1 | $837K | Sell |
3,929
-598
| -13% | -$127K | 0.01% | 329 |
|
|
2023
Q4 | $811K | Buy |
4,527
+2,388
| +112% | +$428K | 0.01% | 316 |
|
|
2023
Q3 | $326K | Sell |
2,139
-123
| -5% | -$18.8K | 0.01% | 313 |
|
|
2023
Q2 | $392K | Buy |
2,262
+792
| +54% | +$137K | 0.01% | 253 |
|
|
2023
Q1 | $240K | Hold |
1,470
| – | – | 0.01% | 235 |
|
|
2022
Q4 | $231K | Sell |
1,470
-83
| -5% | -$13K | 0.01% | 240 |
|
|
2022
Q3 | $249K | Sell |
1,553
-144
| -8% | -$23.1K | 0.02% | 217 |
|
|
2022
Q2 | $260K | Buy |
1,697
+1
| +0.1% | +$153 | 0.02% | 209 |
|
|
2022
Q1 | $269K | Buy |
+1,696
| New | +$269K | 0.02% | 217 |
|
|
2018
Q3 | – | Sell |
-914
| Closed | -$74K | – | 698 |
|
|
2018
Q2 | $74K | Buy |
914
+43
| +5% | +$3.48K | 0.01% | 360 |
|
|
2018
Q1 | $73K | Buy |
+871
| New | +$73K | 0.01% | 295 |
|