SteelPeak Wealth’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 | $2.09M | Buy |
9,122
+126
| +1% | +$28.8K | 0.08% | 187 |
|
|
2025
Q1 | $2.08M | Buy |
8,996
+132
| +1% | +$30.6K | 0.09% | 174 |
|
|
2024
Q4 | $1.79M | Sell |
8,864
-264
| -3% | -$53.3K | 0.07% | 177 |
|
|
2024
Q3 | $1.89M | Buy |
9,128
+33
| +0.4% | +$6.85K | 0.08% | 171 |
|
|
2024
Q2 | $1.94M | Buy |
9,095
+5,449
| +149% | +$1.16M | 0.09% | 163 |
|
|
2024
Q1 | $777K | Buy |
3,646
+21
| +0.6% | +$4.48K | 0.04% | 238 |
|
|
2023
Q4 | $649K | Sell |
3,625
-133
| -4% | -$23.8K | 0.04% | 245 |
|
|
2023
Q3 | $573K | Sell |
3,758
-100
| -3% | -$15.2K | 0.04% | 229 |
|
|
2023
Q2 | $669K | Buy |
3,858
+173
| +5% | +$30K | 0.04% | 206 |
|
|
2023
Q1 | $601K | Sell |
3,685
-12
| -0.3% | -$1.96K | 0.04% | 216 |
|
|
2022
Q4 | $580K | Buy |
3,697
+326
| +10% | +$51.1K | 0.04% | 223 |
|
|
2022
Q3 | $540K | Buy |
3,371
+12
| +0.4% | +$1.92K | 0.04% | 232 |
|
|
2022
Q2 | $514K | Hold |
3,359
| – | – | 0.04% | 246 |
|
|
2022
Q1 | $532K | Buy |
3,359
+300
| +10% | +$47.5K | 0.03% | 264 |
|
|
2021
Q4 | $511K | Hold |
3,059
| – | – | 0.03% | 243 |
|
|
2021
Q3 | $457K | Hold |
3,059
| – | – | 0.03% | 251 |
|
|
2021
Q2 | $429K | Hold |
3,059
| – | – | 0.03% | 274 |
|
|
2021
Q1 | $395K | Sell |
3,059
-197
| -6% | -$25.4K | 0.03% | 247 |
|
|
2020
Q4 | $384K | Buy |
+3,256
| New | +$384K | 0.03% | 234 |
|