True Wealth Design’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 | $48.8K | Buy |
213
+27
| +15% | +$6.18K | 0.02% | 207 |
|
|
2025
Q1 | $43.1K | Buy |
186
+24
| +15% | +$5.56K | 0.02% | 213 |
|
|
2024
Q4 | $32.7K | Buy |
162
+5
| +3% | +$1.01K | 0.01% | 249 |
|
|
2024
Q3 | $32.6K | Hold |
157
| – | – | 0.01% | 224 |
|
|
2024
Q2 | $33.5K | Buy |
157
+2
| +1% | +$426 | 0.01% | 186 |
|
|
2024
Q1 | $33K | Buy |
155
+5
| +3% | +$1.07K | 0.01% | 183 |
|
|
2023
Q4 | $26.8K | Hold |
150
| – | – | 0.01% | 185 |
|
|
2023
Q3 | $22.8K | Hold |
150
| – | – | 0.01% | 173 |
|
|
2023
Q2 | $26K | Hold |
150
| – | – | 0.01% | 179 |
|
|
2023
Q1 | $24.4K | Hold |
150
| – | – | 0.01% | 192 |
|
|
2022
Q4 | $23.5K | Buy |
+150
| New | +$23.5K | 0.01% | 180 |
|