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 |
|