Strategic Wealth Investment Group’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 | $296K | Buy |
1,295
+82
| +7% | +$18.8K | 0.43% | 46 |
|
|
2025
Q1 | $281K | Sell |
1,213
-31,827
| -96% | -$7.37M | 0.49% | 45 |
|
|
2024
Q4 | $6.67M | Buy |
33,040
+353
| +1% | +$71.2K | 0.74% | 43 |
|
|
2024
Q3 | $6.8M | Buy |
32,687
+3,428
| +12% | +$713K | 0.73% | 44 |
|
|
2024
Q2 | $6.13M | Buy |
+29,259
| New | +$6.13M | 0.77% | 50 |
|
|
2023
Q4 | $5.67M | Buy |
31,657
+1,709
| +6% | +$306K | 0.85% | 40 |
|
|
2023
Q3 | $4.57M | Buy |
29,948
+1,650
| +6% | +$252K | 0.83% | 42 |
|
|
2023
Q2 | $4.91M | Buy |
28,298
+3,503
| +14% | +$607K | 0.78% | 40 |
|
|
2023
Q1 | $4.05M | Buy |
24,795
+4,376
| +21% | +$714K | 0.75% | 37 |
|
|
2022
Q4 | $3.08M | Buy |
20,419
+1,472
| +8% | +$222K | 0.71% | 42 |
|
|
2022
Q3 | $3.04M | Buy |
18,947
+1,957
| +12% | +$314K | 0.87% | 34 |
|
|
2022
Q2 | $2.6M | Buy |
16,990
+5,953
| +54% | +$911K | 0.65% | 48 |
|
|
2022
Q1 | $1.75M | Buy |
11,037
+3,121
| +39% | +$495K | 0.42% | 46 |
|
|
2021
Q4 | $1.32M | Buy |
7,916
+3,003
| +61% | +$501K | 0.34% | 48 |
|
|
2021
Q3 | $726K | Buy |
+4,913
| New | +$726K | 0.22% | 55 |
|