Tempus Wealth Planning’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 | $1.66M | Buy |
7,275
+411
| +6% | +$94K | 0.41% | 65 |
|
|
2025
Q1 | $1.59M | Buy |
6,864
+171
| +3% | +$39.6K | 0.47% | 59 |
|
|
2024
Q4 | $1.35M | Buy |
6,693
+785
| +13% | +$158K | 0.41% | 71 |
|
|
2024
Q3 | $1.23M | Buy |
5,908
+944
| +19% | +$196K | 0.45% | 60 |
|
|
2024
Q2 | $1.06M | Hold |
4,964
| – | – | 0.44% | 62 |
|
|
2024
Q1 | $1.06M | Buy |
4,964
+2
| +0% | +$426 | 0.47% | 60 |
|
|
2023
Q4 | $889K | Sell |
4,962
-5
| -0.1% | -$895 | 0.39% | 72 |
|
|
2023
Q3 | $757K | Sell |
4,967
-1,800
| -27% | -$274K | 0.38% | 65 |
|
|
2023
Q2 | $1.17M | Sell |
6,767
-21
| -0.3% | -$3.64K | 0.53% | 55 |
|
|
2023
Q1 | $1.11M | Sell |
6,788
-511
| -7% | -$83.4K | 0.54% | 48 |
|
|
2022
Q4 | $1.15M | Sell |
7,299
-228
| -3% | -$35.8K | 0.7% | 40 |
|
|
2022
Q3 | $1.21M | Buy |
7,527
+657
| +10% | +$105K | 0.8% | 32 |
|
|
2022
Q2 | $1.05M | Hold |
6,870
| – | – | 0.86% | 28 |
|
|
2022
Q1 | $1.09M | Hold |
6,870
| – | – | 0.77% | 35 |
|
|
2021
Q4 | $1.15M | Hold |
6,870
| – | – | 0.62% | 45 |
|
|
2021
Q3 | $1.03M | Hold |
6,870
| – | – | 0.58% | 48 |
|
|
2021
Q2 | $963K | Buy |
6,870
+735
| +12% | +$103K | 0.64% | 44 |
|
|
2021
Q1 | $792K | Buy |
6,135
+875
| +17% | +$113K | 0.84% | 32 |
|
|
2020
Q4 | $620K | Hold |
5,260
| – | – | 0.8% | 26 |
|
|
2020
Q3 | $595K | Hold |
5,260
| – | – | 0.86% | 23 |
|
|
2020
Q2 | $557K | Hold |
5,260
| – | – | 0.83% | 25 |
|
|
2020
Q1 | $487K | Hold |
5,260
| – | – | 0.8% | 25 |
|
|
2019
Q4 | $599K | Buy |
+5,260
| New | +$599K | 0.53% | 31 |
|