Successful Portfolios’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 | $654K | Sell |
2,858
-9
| -0.3% | -$2.06K | 0.4% | 54 |
|
|
2025
Q1 | $664K | Hold |
2,867
| – | – | 0.45% | 51 |
|
|
2024
Q4 | $578K | Sell |
2,867
-3
| -0.1% | -$605 | 0.39% | 55 |
|
|
2024
Q3 | $596K | Sell |
2,870
-115
| -4% | -$23.9K | 0.4% | 55 |
|
|
2024
Q2 | $637K | Sell |
2,985
-379
| -11% | -$80.9K | 0.44% | 51 |
|
|
2024
Q1 | $717K | Sell |
3,364
-42
| -1% | -$8.95K | 0.49% | 48 |
|
|
2023
Q4 | $610K | Sell |
3,406
-18
| -0.5% | -$3.22K | 0.46% | 54 |
|
|
2023
Q3 | $522K | Buy |
3,424
+2
| +0.1% | +$305 | 0.46% | 53 |
|
|
2023
Q2 | $593K | Sell |
3,422
-91
| -3% | -$15.8K | 0.51% | 47 |
|
|
2023
Q1 | $573K | Sell |
3,513
-2
| -0.1% | -$326 | 0.36% | 64 |
|
|
2022
Q4 | $551K | Sell |
3,515
-3
| -0.1% | -$470 | 0.36% | 68 |
|
|
2022
Q3 | $564K | Sell |
3,518
-20
| -0.6% | -$3.21K | 0.41% | 61 |
|
|
2022
Q2 | $541K | Sell |
3,538
-3
| -0.1% | -$459 | 0.36% | 70 |
|
|
2022
Q1 | $561K | Hold |
3,541
| – | – | 0.32% | 81 |
|
|
2021
Q4 | $591K | Hold |
3,541
| – | – | 0.32% | 79 |
|
|
2021
Q3 | $529K | Sell |
3,541
-22
| -0.6% | -$3.29K | 0.32% | 81 |
|
|
2021
Q2 | $499K | Hold |
3,563
| – | – | 0.3% | 88 |
|
|
2021
Q1 | $460K | Sell |
3,563
-10
| -0.3% | -$1.29K | 0.3% | 93 |
|
|
2020
Q4 | $421K | Sell |
3,573
-56
| -2% | -$6.6K | 0.3% | 91 |
|
|
2020
Q3 | $411K | Sell |
3,629
-20
| -0.5% | -$2.27K | 0.33% | 84 |
|
|
2020
Q2 | $386K | Buy |
3,649
+17
| +0.5% | +$1.8K | 0.34% | 85 |
|
|
2020
Q1 | $336K | Sell |
3,632
-70
| -2% | -$6.48K | 0.34% | 86 |
|
|
2019
Q4 | $422K | Sell |
3,702
-44
| -1% | -$5.02K | 0.38% | 72 |
|
|
2019
Q3 | $431K | Sell |
3,746
-3
| -0.1% | -$345 | 0.41% | 69 |
|
|
2019
Q2 | $433K | Sell |
3,749
-48
| -1% | -$5.54K | 0.46% | 66 |
|
|
2019
Q1 | $395K | Sell |
3,797
-8
| -0.2% | -$832 | 0.43% | 70 |
|
|
2018
Q4 | $339K | Sell |
3,805
-51
| -1% | -$4.54K | 0.43% | 73 |
|
|
2018
Q3 | $348K | Sell |
3,856
-216
| -5% | -$19.5K | 0.38% | 83 |
|
|
2018
Q2 | $331K | Sell |
4,072
-95
| -2% | -$7.72K | 0.39% | 85 |
|
|
2018
Q1 | $351K | Sell |
4,167
-350
| -8% | -$29.5K | 0.43% | 76 |
|
|
2017
Q4 | $390K | Buy |
+4,517
| New | +$390K | 0.48% | 69 |
|