Strategic 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 | $323K | Hold |
1,413
| – | – | 0.02% | 114 |
|
|
2025
Q1 | $327K | Hold |
1,413
| – | – | 0.02% | 107 |
|
|
2024
Q4 | $285K | Hold |
1,413
| – | – | 0.02% | 115 |
|
|
2024
Q3 | $293K | Hold |
1,413
| – | – | 0.02% | 112 |
|
|
2024
Q2 | $301K | Buy |
1,413
+50
| +4% | +$10.7K | 0.02% | 111 |
|
|
2024
Q1 | $291K | Hold |
1,363
| – | – | 0.02% | 108 |
|
|
2023
Q4 | $244K | Hold |
1,363
| – | – | 0.02% | 114 |
|
|
2023
Q3 | $208K | Sell |
1,363
-744
| -35% | -$113K | 0.02% | 118 |
|
|
2023
Q2 | $340K | Hold |
2,107
| – | – | 0.03% | 102 |
|
|
2023
Q1 | $344K | Hold |
2,107
| – | – | 0.03% | 100 |
|
|
2022
Q4 | $331K | Hold |
2,107
| – | – | 0.03% | 101 |
|
|
2022
Q3 | $338K | Hold |
2,107
| – | – | 0.03% | 99 |
|
|
2022
Q2 | $322K | Buy |
2,107
+744
| +55% | +$114K | 0.03% | 104 |
|
|
2022
Q1 | $216K | Hold |
1,363
| – | – | 0.02% | 134 |
|
|
2021
Q4 | $227K | Hold |
1,363
| – | – | 0.02% | 127 |
|
|
2021
Q3 | $204K | Buy |
+1,363
| New | +$204K | 0.02% | 124 |
|