SimplyRich’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 | $727K | Hold |
3,178
| – | – | 0.2% | 98 |
|
|
2025
Q1 | $735K | Buy |
3,178
+1
| +0% | +$231 | 0.21% | 98 |
|
|
2024
Q4 | $641K | Buy |
3,177
+82
| +3% | +$16.5K | 0.18% | 108 |
|
|
2024
Q3 | $642K | Buy |
3,095
+234
| +8% | +$48.5K | 0.18% | 111 |
|
|
2024
Q2 | $610K | Buy |
2,861
+50
| +2% | +$10.7K | 0.19% | 101 |
|
|
2024
Q1 | $600K | Buy |
2,811
+37
| +1% | +$7.9K | 0.19% | 104 |
|
|
2023
Q4 | $497K | Buy |
2,774
+1
| +0% | +$179 | 0.17% | 114 |
|
|
2023
Q3 | $422K | Sell |
2,773
-1
| -0% | -$152 | 0.2% | 102 |
|
|
2023
Q2 | $481K | Hold |
2,774
| – | – | 0.17% | 117 |
|
|
2023
Q1 | $452K | Sell |
2,774
-11
| -0.4% | -$1.79K | 0.17% | 117 |
|
|
2022
Q4 | $436K | Buy |
2,785
+11
| +0.4% | +$1.72K | 0.17% | 120 |
|
|
2022
Q3 | $444K | Sell |
2,774
-145
| -5% | -$23.2K | 0.2% | 103 |
|
|
2022
Q2 | $446K | Hold |
2,919
| – | – | 0.19% | 107 |
|
|
2022
Q1 | $462K | Sell |
2,919
-348
| -11% | -$55.1K | 0.16% | 116 |
|
|
2021
Q4 | $545K | Buy |
3,267
+222
| +7% | +$37K | 0.18% | 111 |
|
|
2021
Q3 | $454K | Buy |
3,045
+658
| +28% | +$98.1K | 0.17% | 116 |
|
|
2021
Q2 | $334K | Buy |
2,387
+164
| +7% | +$22.9K | 0.15% | 122 |
|
|
2021
Q1 | $287K | Buy |
+2,223
| New | +$287K | 0.11% | 140 |
|