SWM
Selective Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
1,029
| – | – | 0.08% | 92 |
|
|
2025
Q1 | $236K | Hold |
1,029
| – | – | 0.1% | 86 |
|
|
2024
Q4 | $213K | Hold |
1,029
| – | – | 0.09% | 97 |
|
|
2024
Q3 | $215K | Hold |
1,029
| – | – | 0.09% | 102 |
|
|
2024
Q2 | $216K | Hold |
1,029
| – | – | 0.1% | 97 |
|
|
2024
Q1 | $214K | Buy |
+1,029
| New | +$214K | 0.09% | 99 |
|
|
2022
Q4 | $267K | Sell |
1,759
-200
| -10% | -$30.4K | 0.14% | 95 |
|
|
2022
Q3 | $314K | Sell |
1,959
-70
| -3% | -$11.2K | 0.13% | 89 |
|
|
2022
Q2 | $310K | Hold |
2,029
| – | – | 0.11% | 106 |
|
|
2022
Q1 | $322K | Buy |
2,029
+570
| +39% | +$90.5K | 0.12% | 92 |
|
|
2021
Q4 | $244K | Sell |
1,459
-36
| -2% | -$6.02K | 0.1% | 106 |
|
|
2021
Q3 | $223K | Buy |
1,495
+200
| +15% | +$29.8K | 0.12% | 99 |
|
|
2021
Q2 | $181K | Hold |
1,295
| – | – | 0.14% | 76 |
|
|
2021
Q1 | $167K | Buy |
1,295
+700
| +118% | +$90.3K | 0.15% | 61 |
|
|
2020
Q4 | $70K | Hold |
595
| – | – | 0.05% | 96 |
|
|
2020
Q3 | $67K | Hold |
595
| – | – | 0.05% | 86 |
|
|
2020
Q2 | $63K | Buy |
595
+100
| +20% | +$10.6K | 0.05% | 92 |
|
|
2020
Q1 | $46K | Hold |
495
| – | – | 0.07% | 65 |
|
|
2019
Q4 | $56K | Hold |
495
| – | – | 0.07% | 75 |
|
|
2019
Q3 | $57K | Buy |
+495
| New | +$57K | 0.08% | 73 |
|