SevenBridge Financial Group’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-972
| Closed | -$220K | – | 231 |
|
|
2024
Q4 | $220K | Buy |
972
+10
| +1% | +$2.27K | 0.04% | 207 |
|
|
2024
Q3 | $215K | Buy |
+962
| New | +$215K | 0.04% | 209 |
|
|
2024
Q2 | – | Sell |
-962
| Closed | -$200K | – | 212 |
|
|
2024
Q1 | $200K | Buy |
+962
| New | +$200K | 0.05% | 194 |
|
|
2019
Q3 | – | Sell |
-1,115
| Closed | -$129K | – | 563 |
|
|
2019
Q2 | $129K | Hold |
1,115
| – | – | 0.05% | 172 |
|
|
2019
Q1 | $116K | Sell |
1,115
-30
| -3% | -$3.12K | 0.04% | 157 |
|
|
2018
Q4 | $102K | Hold |
1,145
| – | – | 0.06% | 156 |
|
|
2018
Q3 | $104K | Sell |
1,145
-639
| -36% | -$58K | 0.06% | 169 |
|
|
2018
Q2 | $145K | Buy |
1,784
+200
| +13% | +$16.3K | 0.08% | 158 |
|
|
2018
Q1 | $133K | Sell |
1,584
-49
| -3% | -$4.11K | 0.08% | 160 |
|
|
2017
Q4 | $141K | Hold |
1,633
| – | – | 0.08% | 160 |
|
|
2017
Q3 | $128K | Hold |
1,633
| – | – | 0.07% | 165 |
|
|
2017
Q2 | $120K | Buy |
1,633
+100
| +7% | +$7.35K | 0.07% | 172 |
|
|
2017
Q1 | $112K | Sell |
1,533
-207
| -12% | -$15.1K | 0.07% | 166 |
|
|
2016
Q4 | $107K | Hold |
1,740
| – | – | 0.08% | 183 |
|
|
2016
Q3 | $107K | Sell |
1,740
-5,364
| -76% | -$330K | 0.08% | 180 |
|
|
2016
Q2 | $471K | Buy |
+7,104
| New | +$471K | 0.33% | 74 |
|