Sunbelt Securities’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
$204K Sell
1,013
-556
-35% -$112K 0.02% 579
2025
Q1
$363K Buy
1,569
+556
+55% +$129K 0.03% 400
2024
Q4
$205K Buy
1,013
+23
+2% +$4.65K 0.02% 578
2024
Q3
$206K Buy
990
+164
+20% +$34.1K 0.02% 582
2024
Q2
$176K Buy
826
+72
+10% +$15.4K 0.02% 590
2024
Q1
$161K Buy
754
+61
+9% +$13K 0.02% 593
2023
Q4
$124K Buy
693
+2
+0.3% +$358 0.02% 622
2023
Q3
$105K Buy
691
+21
+3% +$3.2K 0.01% 644
2023
Q2
$116K Sell
670
-324
-33% -$56.2K 0.02% 604
2023
Q1
$161K Buy
+994
New +$161K 0.03% 474
2020
Q2
Sell
-5,978
Closed -$685K 392
2020
Q1
$685K Buy
5,978
+868
+17% +$99.5K 0.03% 186
2019
Q4
$582K Buy
5,110
+697
+16% +$79.4K 0.06% 284
2019
Q3
$508K Buy
+4,413
New +$508K 0.06% 294