SW
SkyOak Wealth’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
1,836
-82
| -4% | -$18.8K | 0.08% | 140 |
|
|
2025
Q1 | $444K | Hold |
1,918
| – | – | 0.1% | 129 |
|
|
2024
Q4 | $387K | Hold |
1,918
| – | – | 0.08% | 141 |
|
|
2024
Q3 | $398K | Hold |
1,918
| – | – | 0.09% | 134 |
|
|
2024
Q2 | $409K | Hold |
1,918
| – | – | 0.1% | 136 |
|
|
2024
Q1 | $409K | Hold |
1,918
| – | – | 0.1% | 145 |
|
|
2023
Q4 | $344K | Hold |
1,918
| – | – | 0.09% | 155 |
|
|
2023
Q3 | $292K | Hold |
1,918
| – | – | 0.09% | 171 |
|
|
2023
Q2 | $333K | Hold |
1,918
| – | – | 0.09% | 157 |
|
|
2023
Q1 | $313K | Hold |
1,918
| – | – | 0.1% | 159 |
|
|
2022
Q4 | $301K | Hold |
1,918
| – | – | 0.1% | 159 |
|
|
2022
Q3 | $307K | Hold |
1,918
| – | – | 0.11% | 150 |
|
|
2022
Q2 | $293K | Hold |
1,918
| – | – | 0.1% | 160 |
|
|
2022
Q1 | $304K | Hold |
1,918
| – | – | 0.08% | 179 |
|
|
2021
Q4 | $320K | Sell |
1,918
-200
| -9% | -$33.4K | 0.08% | 177 |
|
|
2021
Q3 | $316K | Hold |
2,118
| – | – | 0.09% | 165 |
|
|
2021
Q2 | $297K | Hold |
2,118
| – | – | 0.08% | 168 |
|
|
2021
Q1 | $289K | Buy |
2,118
+74
| +4% | +$10.1K | 0.08% | 173 |
|
|
2020
Q4 | $241K | Hold |
2,044
| – | – | 0.08% | 184 |
|
|
2020
Q3 | $231K | Sell |
2,044
-4,818
| -70% | -$545K | 0.08% | 177 |
|
|
2020
Q2 | $727K | Buy |
6,862
+4,212
| +159% | +$446K | 0.27% | 91 |
|
|
2020
Q1 | $245K | Hold |
2,650
| – | – | 0.13% | 178 |
|
|
2019
Q4 | $302K | Buy |
+2,650
| New | +$302K | 0.09% | 231 |
|