TRUE Private Wealth Advisors’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 |
-955
| Closed | -$221K | – | 259 |
|
|
2025
Q1 | $221K | Sell |
955
-49
| -5% | -$11.3K | 0.03% | 220 |
|
|
2024
Q4 | $203K | Buy |
1,004
+19
| +2% | +$3.83K | 0.02% | 221 |
|
|
2024
Q3 | $205K | Sell |
985
-1,513
| -61% | -$314K | 0.02% | 206 |
|
|
2024
Q2 | $533K | Buy |
2,498
+1,491
| +148% | +$318K | 0.06% | 149 |
|
|
2024
Q1 | $215K | Buy |
+1,007
| New | +$215K | 0.02% | 268 |
|
|
2022
Q4 | – | Sell |
-1,765
| Closed | -$282K | – | 238 |
|
|
2022
Q3 | $282K | Hold |
1,765
| – | – | 0.04% | 157 |
|
|
2022
Q2 | $270K | Sell |
1,765
-3
| -0.2% | -$459 | 0.04% | 179 |
|
|
2022
Q1 | $287K | Sell |
1,768
-52
| -3% | -$8.44K | 0.04% | 187 |
|
|
2021
Q4 | $303K | Buy |
1,820
+251
| +16% | +$41.8K | 0.04% | 203 |
|
|
2021
Q3 | $234K | Hold |
1,569
| – | – | 0.03% | 214 |
|
|
2021
Q2 | $219K | Sell |
1,569
-311
| -17% | -$43.4K | 0.03% | 216 |
|
|
2021
Q1 | $243K | Buy |
1,880
+239
| +15% | +$30.9K | 0.04% | 199 |
|
|
2020
Q4 | $193K | Hold |
1,641
| – | – | 0.03% | 202 |
|
|
2020
Q3 | $185K | Hold |
1,641
| – | – | 0.03% | 190 |
|
|
2020
Q2 | $173K | Buy |
1,641
+588
| +56% | +$62K | 0.03% | 186 |
|
|
2020
Q1 | $97K | Buy |
1,053
+303
| +40% | +$27.9K | 0.02% | 213 |
|
|
2019
Q4 | $85K | Buy |
+750
| New | +$85K | 0.01% | 314 |
|
|
2019
Q3 | – | Sell |
-1,053
| Closed | -$121K | – | 718 |
|
|
2019
Q2 | $121K | Buy |
+1,053
| New | +$121K | 0.02% | 240 |
|
|
2018
Q4 | – | Sell |
-1,753
| Closed | -$158K | – | 912 |
|
|
2018
Q3 | $158K | Buy |
+1,753
| New | +$158K | 0.02% | 295 |
|