Sugarloaf Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $78.7K | Hold |
390
| – | – | 0.01% | 248 |
|
|
2024
Q3 | $81K | Hold |
390
| – | – | 0.02% | 253 |
|
|
2024
Q2 | $83.2K | Hold |
390
| – | – | 0.02% | 245 |
|
|
2024
Q1 | $83.1K | Hold |
390
| – | – | 0.02% | 243 |
|
|
2023
Q4 | $69.8K | Hold |
390
| – | – | 0.02% | 250 |
|
|
2023
Q3 | $59.5K | Hold |
390
| – | – | 0.02% | 265 |
|
|
2023
Q2 | $67.6K | Hold |
390
| – | – | 0.02% | 250 |
|
|
2023
Q1 | $63.6K | Hold |
390
| – | – | 0.02% | 257 |
|
|
2022
Q4 | $61.2K | Sell |
390
-300
| -43% | -$47.1K | 0.02% | 257 |
|
|
2022
Q3 | $111K | Buy |
690
+300
| +77% | +$48.3K | 0.03% | 186 |
|
|
2022
Q2 | $60K | Hold |
390
| – | – | 0.02% | 254 |
|
|
2022
Q1 | $62K | Hold |
390
| – | – | 0.01% | 247 |
|
|
2021
Q4 | $65K | Hold |
390
| – | – | 0.02% | 252 |
|
|
2021
Q3 | $58K | Sell |
390
-262
| -40% | -$39K | 0.02% | 246 |
|
|
2021
Q2 | $91K | Sell |
652
-40
| -6% | -$5.58K | 0.02% | 199 |
|
|
2021
Q1 | $89 | Sell |
692
-9,181
| -93% | -$1.18K | 0.03% | 201 |
|
|
2020
Q4 | $1.16M | Buy |
9,873
+248
| +3% | +$29.2K | 0.39% | 40 |
|
|
2020
Q3 | $1.1M | Buy |
9,625
+656
| +7% | +$74.6K | 0.4% | 40 |
|
|
2020
Q2 | $950K | Buy |
8,969
+887
| +11% | +$94K | 0.36% | 45 |
|
|
2020
Q1 | $748K | Buy |
8,082
+7,782
| +2,594% | +$720K | 0.33% | 46 |
|
|
2019
Q4 | $34K | Buy |
+300
| New | +$34K | 0.01% | 296 |
|