Symphony Financial’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 | $1.32M | Buy |
+6,104
| New | +$1.32M | 0.17% | 103 |
|
|
2025
Q1 | – | Sell |
-4,197
| Closed | -$894K | – | 225 |
|
|
2024
Q4 | $894K | Buy |
4,197
+10
| +0.2% | +$2.13K | 0.14% | 105 |
|
|
2024
Q3 | $860K | Sell |
4,187
-411
| -9% | -$84.5K | 0.14% | 107 |
|
|
2024
Q2 | $976K | Buy |
4,598
+11
| +0.2% | +$2.34K | 0.18% | 96 |
|
|
2024
Q1 | $978K | Sell |
4,587
-203
| -4% | -$43.3K | 0.23% | 83 |
|
|
2023
Q4 | $865K | Sell |
4,790
-147
| -3% | -$26.5K | 0.19% | 95 |
|
|
2023
Q3 | $747K | Buy |
4,937
+944
| +24% | +$143K | 0.18% | 93 |
|
|
2023
Q2 | $678K | Buy |
3,993
+328
| +9% | +$55.7K | 0.17% | 108 |
|
|
2023
Q1 | $592K | Sell |
3,665
-59
| -2% | -$9.53K | 0.15% | 115 |
|
|
2022
Q4 | $583K | Sell |
3,724
-2,997
| -45% | -$469K | 0.15% | 120 |
|
|
2022
Q3 | $1.09M | Buy |
6,721
+1,516
| +29% | +$245K | 0.35% | 65 |
|
|
2022
Q2 | $787K | Sell |
5,205
-774
| -13% | -$117K | 0.23% | 87 |
|
|
2022
Q1 | $971K | Buy |
5,979
+4,200
| +236% | +$682K | 0.23% | 84 |
|
|
2021
Q4 | $290K | Sell |
1,779
-78
| -4% | -$12.7K | 0.08% | 154 |
|
|
2021
Q3 | $282K | Buy |
1,857
+2
| +0.1% | +$304 | 0.1% | 141 |
|
|
2021
Q2 | $259K | Sell |
1,855
-754
| -29% | -$105K | 0.09% | 151 |
|
|
2021
Q1 | $343K | Sell |
2,609
-3,361
| -56% | -$442K | 0.09% | 139 |
|
|
2020
Q4 | $686K | Buy |
5,970
+25
| +0.4% | +$2.87K | 0.25% | 71 |
|
|
2020
Q3 | $673K | Buy |
5,945
+353
| +6% | +$40K | 0.27% | 58 |
|
|
2020
Q2 | $592K | Sell |
5,592
-517
| -8% | -$54.7K | 0.29% | 62 |
|
|
2020
Q1 | $578K | Buy |
+6,109
| New | +$578K | 0.4% | 47 |
|