Simplicity Wealth’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 | $2.91M | Buy |
12,737
+6,933
| +119% | +$1.59M | 0.12% | 168 |
|
|
2025
Q1 | $1.34M | Buy |
+5,804
| New | +$1.34M | 0.1% | 201 |
|
|
2024
Q4 | – | Sell |
-5,340
| Closed | -$1.11M | – | 521 |
|
|
2024
Q3 | $1.11M | Sell |
5,340
-14,767
| -73% | -$3.07M | 0.1% | 180 |
|
|
2024
Q2 | $4.29M | Buy |
20,107
+182
| +0.9% | +$38.8K | 0.1% | 207 |
|
|
2024
Q1 | $4.25M | Buy |
19,925
+16,834
| +545% | +$3.59M | 0.1% | 205 |
|
|
2023
Q4 | $554K | Buy |
+3,091
| New | +$554K | 0.21% | 83 |
|