Tradewinds LLC’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
Sell
-3,607
Closed -$835K 266
2025
Q1
$835K Sell
3,607
-155
-4% -$35.9K 0.24% 77
2024
Q4
$850K Sell
3,762
-56
-1% -$12.7K 0.24% 75
2024
Q3
$793K Sell
3,818
-57
-1% -$11.8K 0.24% 83
2024
Q2
$827K Sell
3,875
-117
-3% -$25K 0.25% 76
2024
Q1
$851K Buy
+3,992
New +$851K 0.41% 21
2023
Q3
$628K Sell
4,118
-45
-1% -$6.86K 0.37% 44
2023
Q2
$722K Buy
4,163
+102
+3% +$17.7K 0.43% 42
2023
Q1
$663K Buy
+4,061
New +$663K 0.4% 42
2022
Q4
Sell
-4,009
Closed -$642K 211
2022
Q3
$642K Buy
4,009
+57
+1% +$9.13K 0.47% 39
2022
Q2
$605K Buy
+3,952
New +$605K 0.41% 47
2021
Q4
$720K Buy
+4,019
New +$720K 0.85% 18