Stiles Financial Services’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 | $1.44M | Sell |
6,302
-433
| -6% | -$99.1K | 0.5% | 66 |
|
|
2025
Q1 | $1.56M | Sell |
6,735
-43
| -0.6% | -$9.96K | 0.6% | 59 |
|
|
2024
Q4 | $1.37M | Buy |
6,778
+7
| +0.1% | +$1.41K | 0.5% | 65 |
|
|
2024
Q3 | $1.41M | Buy |
6,771
+10
| +0.1% | +$2.08K | 0.5% | 65 |
|
|
2024
Q2 | $1.44M | Sell |
6,761
-154
| -2% | -$32.9K | 0.55% | 59 |
|
|
2024
Q1 | $1.47M | Sell |
6,915
-40
| -0.6% | -$8.53K | 0.59% | 59 |
|
|
2023
Q4 | $1.25M | Sell |
6,955
-77
| -1% | -$13.8K | 0.57% | 60 |
|
|
2023
Q3 | $1.07M | Buy |
7,032
+165
| +2% | +$25.2K | 0.56% | 60 |
|
|
2023
Q2 | $1.19M | Sell |
6,867
-132
| -2% | -$22.9K | 0.59% | 58 |
|
|
2023
Q1 | $1.14M | Buy |
6,999
+17
| +0.2% | +$2.77K | 0.61% | 53 |
|
|
2022
Q4 | $1.1M | Buy |
6,982
+128
| +2% | +$20.1K | 0.63% | 52 |
|
|
2022
Q3 | $1.1M | Sell |
6,854
-5
| -0.1% | -$801 | 0.67% | 46 |
|
|
2022
Q2 | $1.05M | Sell |
6,859
-185
| -3% | -$28.3K | 0.63% | 54 |
|
|
2022
Q1 | $1.12M | Buy |
7,044
+16
| +0.2% | +$2.54K | 0.56% | 55 |
|
|
2021
Q4 | $1.17M | Buy |
+7,028
| New | +$1.17M | 0.57% | 53 |
|