Sound Income Strategies’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 | $131K | Sell |
572
-10
| -2% | -$2.29K | 0.01% | 345 |
|
|
2025
Q1 | $135K | Buy |
582
+11
| +2% | +$2.55K | 0.01% | 349 |
|
|
2024
Q4 | $115K | Sell |
571
-520
| -48% | -$105K | 0.01% | 331 |
|
|
2024
Q3 | $226K | Sell |
1,091
-942
| -46% | -$196K | 0.01% | 230 |
|
|
2024
Q2 | $434K | Buy |
2,033
+7
| +0.3% | +$1.49K | 0.03% | 166 |
|
|
2024
Q1 | $432K | Buy |
2,026
+1,940
| +2,256% | +$414K | 0.03% | 164 |
|
|
2023
Q4 | $15.4K | Hold |
86
| – | – | ﹤0.01% | 639 |
|
|
2023
Q3 | $13.1K | Hold |
86
| – | – | ﹤0.01% | 526 |
|
|
2023
Q2 | $14.9K | Sell |
86
-79
| -48% | -$13.7K | ﹤0.01% | 486 |
|
|
2023
Q1 | $26.9K | Sell |
165
-116
| -41% | -$18.9K | ﹤0.01% | 370 |
|
|
2022
Q4 | $44K | Sell |
281
-99
| -26% | -$15.5K | 0.01% | 270 |
|
|
2022
Q3 | $61K | Buy |
380
+72
| +23% | +$11.6K | 0.01% | 217 |
|
|
2022
Q2 | $47K | Buy |
308
+1
| +0.3% | +$153 | 0.01% | 231 |
|
|
2022
Q1 | $49K | Sell |
307
-114
| -27% | -$18.2K | 0.01% | 236 |
|
|
2021
Q4 | $70K | Buy |
421
+83
| +25% | +$13.8K | 0.01% | 202 |
|
|
2021
Q3 | $50K | Buy |
338
+287
| +563% | +$42.5K | 0.01% | 227 |
|
|
2021
Q2 | $7K | Hold |
51
| – | – | ﹤0.01% | 560 |
|
|
2021
Q1 | $6.58K | Buy |
51
+35
| +219% | +$4.52K | ﹤0.01% | 566 |
|
|
2020
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 732 |
|
|
2020
Q3 | $2K | Sell |
16
-41
| -72% | -$5.13K | ﹤0.01% | 694 |
|
|
2020
Q2 | $6K | Sell |
57
-82
| -59% | -$8.63K | ﹤0.01% | 489 |
|
|
2020
Q1 | $13K | Buy |
139
+100
| +256% | +$9.35K | ﹤0.01% | 308 |
|
|
2019
Q4 | $4K | Sell |
39
-48
| -55% | -$4.92K | ﹤0.01% | 501 |
|
|
2019
Q3 | $10K | Buy |
87
+9
| +12% | +$1.03K | ﹤0.01% | 321 |
|
|
2019
Q2 | $9K | Hold |
78
| – | – | ﹤0.01% | 352 |
|
|
2019
Q1 | $8K | Sell |
78
-448
| -85% | -$45.9K | ﹤0.01% | 379 |
|
|
2018
Q4 | $47K | Hold |
526
| – | – | 0.02% | 137 |
|
|
2018
Q3 | $48K | Buy |
526
+448
| +574% | +$40.9K | 0.02% | 134 |
|
|
2018
Q2 | $6K | Sell |
78
-15
| -16% | -$1.15K | ﹤0.01% | 408 |
|
|
2018
Q1 | $8K | Buy |
93
+2
| +2% | +$172 | 0.01% | 325 |
|
|
2017
Q4 | $7K | Buy |
+91
| New | +$7K | ﹤0.01% | 289 |
|