Transform Wealth’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.75M | Sell |
20,509
-104
| -0.5% | -$24.1K | 0.29% | 75 |
|
|
2024
Q4 | $4.16M | Buy |
20,613
+7,920
| +62% | +$1.6M | 0.23% | 88 |
|
|
2024
Q3 | $2.64M | Sell |
12,693
-236
| -2% | -$49K | 0.17% | 90 |
|
|
2024
Q2 | $2.76M | Sell |
12,929
-61
| -0.5% | -$13K | 0.21% | 83 |
|
|
2024
Q1 | $2.77M | Sell |
12,990
-9,814
| -43% | -$2.09M | 0.26% | 85 |
|
|
2023
Q4 | $4.08M | Sell |
22,804
-279
| -1% | -$50K | 0.4% | 81 |
|
|
2023
Q3 | $3.52M | Sell |
23,083
-34,206
| -60% | -$5.21M | 0.37% | 83 |
|
|
2023
Q2 | $9.94M | Buy |
57,289
+153
| +0.3% | +$26.5K | 0.89% | 33 |
|
|
2023
Q1 | $9.32M | Sell |
57,136
-6,550
| -10% | -$1.07M | 0.88% | 37 |
|
|
2022
Q4 | $9.99M | Buy |
63,686
+23,776
| +60% | +$3.73M | 1.12% | 28 |
|
|
2022
Q3 | $6.39M | Buy |
+39,910
| New | +$6.39M | 0.83% | 42 |
|