Spire Wealth Management’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 | $1.18M | Sell |
5,144
-2,868
| -36% | -$656K | 0.04% | 332 |
|
|
2025
Q1 | $1.85M | Buy |
8,012
+196
| +3% | +$45.4K | 0.06% | 281 |
|
|
2024
Q4 | $1.58M | Sell |
7,816
-137
| -2% | -$27.6K | 0.05% | 285 |
|
|
2024
Q3 | $1.65M | Buy |
7,953
+862
| +12% | +$179K | 0.06% | 269 |
|
|
2024
Q2 | $1.51M | Sell |
7,091
-2,022
| -22% | -$431K | 0.05% | 274 |
|
|
2024
Q1 | $1.94M | Sell |
9,113
-1,009
| -10% | -$215K | 0.04% | 255 |
|
|
2023
Q4 | $1.87M | Sell |
10,122
-73
| -0.7% | -$13.5K | 0.06% | 256 |
|
|
2023
Q3 | $1.55M | Buy |
10,195
+1,703
| +20% | +$260K | 0.06% | 252 |
|
|
2023
Q2 | $1.47M | Sell |
8,492
-398
| -4% | -$69K | 0.05% | 273 |
|
|
2023
Q1 | $1.45M | Sell |
8,890
-23,004
| -72% | -$3.75M | 0.06% | 279 |
|
|
2022
Q4 | $5M | Buy |
31,894
+191
| +0.6% | +$30K | 0.28% | 83 |
|
|
2022
Q3 | $5.08M | Sell |
31,703
-18,755
| -37% | -$3M | 0.31% | 78 |
|
|
2022
Q2 | $7.72M | Buy |
50,458
+37,248
| +282% | +$5.7M | 0.32% | 81 |
|
|
2022
Q1 | $2.09M | Sell |
13,210
-270
| -2% | -$42.8K | 0.06% | 266 |
|
|
2021
Q4 | $2.25M | Buy |
13,480
+553
| +4% | +$92.3K | 0.05% | 292 |
|
|
2021
Q3 | $1.93M | Buy |
12,927
+536
| +4% | +$80.1K | 0.05% | 288 |
|
|
2021
Q2 | $1.74M | Sell |
12,391
-3,500
| -22% | -$490K | 0.05% | 319 |
|
|
2021
Q1 | $2.04M | Buy |
+15,891
| New | +$2.04M | 0.05% | 278 |
|