Total Clarity Wealth Management’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 | $385K | Buy |
1,681
+298
| +22% | +$68.2K | 0.11% | 190 |
|
|
2025
Q1 | $279K | Hold |
1,383
| – | – | 0.09% | 202 |
|
|
2024
Q4 | $279K | Sell |
1,383
-110
| -7% | -$22.2K | 0.09% | 203 |
|
|
2024
Q3 | $310K | Sell |
1,493
-185
| -11% | -$38.4K | 0.1% | 192 |
|
|
2024
Q2 | $358K | Buy |
1,678
+68
| +4% | +$14.5K | 0.12% | 168 |
|
|
2024
Q1 | $343K | Buy |
1,610
+106
| +7% | +$22.6K | 0.12% | 186 |
|
|
2023
Q4 | $269K | Buy |
1,504
+18
| +1% | +$3.22K | 0.11% | 189 |
|
|
2023
Q3 | $226K | Sell |
1,486
-377
| -20% | -$57.5K | 0.11% | 196 |
|
|
2023
Q2 | $323K | Buy |
1,863
+409
| +28% | +$70.9K | 0.16% | 144 |
|
|
2023
Q1 | $237K | Sell |
1,454
-32
| -2% | -$5.22K | 0.13% | 155 |
|
|
2022
Q4 | $233K | Sell |
1,486
-101
| -6% | -$15.8K | 0.12% | 199 |
|
|
2022
Q3 | $254K | Buy |
1,587
+179
| +13% | +$28.6K | 0.16% | 172 |
|
|
2022
Q2 | $215K | Buy |
+1,408
| New | +$215K | 0.11% | 185 |
|
|
2022
Q1 | – | Sell |
-170
| Closed | -$28K | – | 917 |
|
|
2021
Q4 | $28K | Sell |
170
-251
| -60% | -$41.3K | 0.01% | 506 |
|
|
2021
Q3 | $63K | Buy |
+421
| New | +$63K | 0.03% | 371 |
|
|
2021
Q2 | – | Sell |
-70
| Closed | -$9K | – | 750 |
|
|
2021
Q1 | $9K | Buy |
+70
| New | +$9K | 0.01% | 586 |
|
|
2020
Q1 | – | Sell |
-70
| Closed | -$8K | – | 629 |
|
|
2019
Q4 | $8K | Buy |
+70
| New | +$8K | 0.01% | 532 |
|