Semus 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 | $219K | Buy |
956
+3
| +0.3% | +$686 | 0.14% | 103 |
|
|
2025
Q1 | $221K | Buy |
+953
| New | +$221K | 0.15% | 99 |
|
|
2024
Q4 | – | Sell |
-992
| Closed | -$206K | – | 126 |
|
|
2024
Q3 | $206K | Sell |
992
-243
| -20% | -$50.5K | 0.14% | 113 |
|
|
2024
Q2 | $263K | Sell |
1,235
-110
| -8% | -$23.5K | 0.2% | 88 |
|
|
2024
Q1 | $287K | Sell |
1,345
-207
| -13% | -$44.1K | 0.24% | 91 |
|
|
2023
Q4 | $278K | Buy |
1,552
+78
| +5% | +$14K | 0.23% | 92 |
|
|
2023
Q3 | $225K | Sell |
1,474
-63
| -4% | -$9.6K | 0.21% | 100 |
|
|
2023
Q2 | $267K | Sell |
1,537
-130
| -8% | -$22.5K | 0.24% | 90 |
|
|
2023
Q1 | $272K | Sell |
1,667
-270
| -14% | -$44.1K | 0.29% | 85 |
|
|
2022
Q4 | $304K | Buy |
+1,937
| New | +$304K | 0.37% | 69 |
|