Synergy Financial Group’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 | $441K | Sell |
1,926
-50
| -3% | -$11.4K | 0.32% | 55 |
|
|
2025
Q1 | $457K | Sell |
1,976
-9
| -0.5% | -$2.08K | 0.41% | 52 |
|
|
2024
Q4 | $401K | Buy |
1,985
+63
| +3% | +$12.7K | 0.33% | 56 |
|
|
2024
Q3 | $399K | Sell |
1,922
-10
| -0.5% | -$2.08K | 0.38% | 47 |
|
|
2024
Q2 | $412K | Buy |
1,932
+1
| +0.1% | +$213 | 0.43% | 45 |
|
|
2024
Q1 | $412K | Sell |
1,931
-577
| -23% | -$123K | 0.46% | 48 |
|
|
2023
Q4 | $449K | Buy |
2,508
+7
| +0.3% | +$1.25K | 0.55% | 45 |
|
|
2023
Q3 | $381K | Buy |
2,501
+542
| +28% | +$82.6K | 0.53% | 44 |
|
|
2023
Q2 | $340K | Hold |
1,959
| – | – | 0.46% | 48 |
|
|
2023
Q1 | $320K | Sell |
1,959
-321
| -14% | -$52.4K | 0.52% | 48 |
|
|
2022
Q4 | $358K | Sell |
2,280
-724
| -24% | -$114K | 0.71% | 37 |
|
|
2022
Q3 | $481K | Sell |
3,004
-44
| -1% | -$7.05K | 0.72% | 44 |
|
|
2022
Q2 | $466K | Sell |
3,048
-353
| -10% | -$54K | 0.73% | 46 |
|
|
2022
Q1 | $539K | Hold |
3,401
| – | – | 0.57% | 51 |
|
|
2021
Q4 | $568K | Buy |
+3,401
| New | +$568K | 0.51% | 53 |
|