VFA
Values First Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
1,915
-22
| -1% | -$5.04K | 0.24% | 114 |
|
|
2025
Q1 | $449K | Sell |
1,937
-43
| -2% | -$9.96K | 0.26% | 105 |
|
|
2024
Q4 | $400K | Sell |
1,980
-21
| -1% | -$4.24K | 0.22% | 112 |
|
|
2024
Q3 | $415K | Sell |
2,001
-19
| -0.9% | -$3.95K | 0.23% | 105 |
|
|
2024
Q2 | $431K | Sell |
2,020
-926
| -31% | -$198K | 0.26% | 93 |
|
|
2024
Q1 | $628K | Buy |
2,946
+63
| +2% | +$13.4K | 0.37% | 76 |
|
|
2023
Q4 | $516K | Buy |
2,883
+470
| +19% | +$84.2K | 0.31% | 100 |
|
|
2023
Q3 | $368K | Sell |
2,413
-113
| -4% | -$17.2K | 0.24% | 109 |
|
|
2023
Q2 | $438K | Hold |
2,526
| – | – | 0.26% | 102 |
|
|
2023
Q1 | $412K | Sell |
2,526
-35
| -1% | -$5.71K | 0.26% | 101 |
|
|
2022
Q4 | $402K | Sell |
2,561
-25
| -1% | -$3.92K | 0.28% | 96 |
|
|
2022
Q3 | $414K | Hold |
2,586
| – | – | 0.3% | 93 |
|
|
2022
Q2 | $396K | Hold |
2,586
| – | – | 0.28% | 96 |
|
|
2022
Q1 | $410K | Sell |
2,586
-2
| -0.1% | -$317 | 0.26% | 105 |
|
|
2021
Q4 | $432K | Sell |
2,588
-40
| -2% | -$6.68K | 0.26% | 105 |
|
|
2021
Q3 | $392K | Buy |
2,628
+10
| +0.4% | +$1.49K | 0.25% | 109 |
|
|
2021
Q2 | $367K | Sell |
2,618
-74
| -3% | -$10.4K | 0.25% | 114 |
|
|
2021
Q1 | $347K | Buy |
+2,692
| New | +$347K | 0.26% | 116 |
|