Southland Equity Partners’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 | $387K | Sell |
1,692
-71
| -4% | -$16.2K | 0.08% | 149 |
|
|
2025
Q1 | $408K | Sell |
1,763
-43
| -2% | -$9.96K | 0.1% | 143 |
|
|
2024
Q4 | $364K | Buy |
1,806
+2
| +0.1% | +$404 | 0.08% | 148 |
|
|
2024
Q3 | $375K | Sell |
1,804
-81
| -4% | -$16.8K | 0.09% | 148 |
|
|
2024
Q2 | $402K | Sell |
1,885
-13
| -0.7% | -$2.77K | 0.11% | 117 |
|
|
2024
Q1 | $405K | Sell |
1,898
-33
| -2% | -$7.03K | 0.11% | 126 |
|
|
2023
Q4 | $346K | Buy |
1,931
+48
| +3% | +$8.6K | 0.11% | 128 |
|
|
2023
Q3 | $287K | Buy |
1,883
+68
| +4% | +$10.4K | 0.1% | 144 |
|
|
2023
Q2 | $315K | Sell |
1,815
-30
| -2% | -$5.2K | 0.11% | 128 |
|
|
2023
Q1 | $301K | Buy |
1,845
+12
| +0.7% | +$1.96K | 0.12% | 129 |
|
|
2022
Q4 | $288K | Buy |
1,833
+16
| +0.9% | +$2.51K | 0.11% | 127 |
|
|
2022
Q3 | $291K | Buy |
1,817
+9
| +0.5% | +$1.44K | 0.14% | 111 |
|
|
2022
Q2 | $277K | Buy |
1,808
+60
| +3% | +$9.18K | 0.13% | 126 |
|
|
2022
Q1 | $277K | Sell |
1,748
-1
| -0.1% | -$159 | 0.12% | 134 |
|
|
2021
Q4 | $292K | Hold |
1,749
| – | – | 0.12% | 131 |
|
|
2021
Q3 | $261K | Hold |
1,749
| – | – | 0.12% | 134 |
|
|
2021
Q2 | $245K | Buy |
1,749
+33
| +2% | +$4.62K | 0.12% | 134 |
|
|
2021
Q1 | $221K | Buy |
1,716
+7
| +0.4% | +$903 | 0.13% | 138 |
|
|
2020
Q4 | $202K | Buy |
+1,709
| New | +$202K | 0.14% | 124 |
|