Venture Visionary Partners’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 | $1.38M | Sell |
6,037
-37
| -0.6% | -$8.47K | 0.05% | 248 |
|
|
2025
Q1 | $1.41M | Buy |
6,074
+97
| +2% | +$22.5K | 0.06% | 240 |
|
|
2024
Q4 | $1.21M | Buy |
5,977
+1
| +0% | +$202 | 0.05% | 249 |
|
|
2024
Q3 | $1.24M | Buy |
5,976
+8
| +0.1% | +$1.66K | 0.05% | 252 |
|
|
2024
Q2 | $1.27M | Sell |
5,968
-20
| -0.3% | -$4.27K | 0.06% | 247 |
|
|
2024
Q1 | $1.28M | Hold |
5,988
| – | – | 0.06% | 244 |
|
|
2023
Q4 | $1.07M | Buy |
5,988
+38
| +0.6% | +$6.81K | 0.06% | 246 |
|
|
2023
Q3 | $907K | Sell |
5,950
-104
| -2% | -$15.9K | 0.05% | 254 |
|
|
2023
Q2 | $1.05M | Buy |
6,054
+4
| +0.1% | +$694 | 0.06% | 234 |
|
|
2023
Q1 | $987K | Buy |
6,050
+111
| +2% | +$18.1K | 0.06% | 241 |
|
|
2022
Q4 | $932K | Buy |
5,939
+7
| +0.1% | +$1.1K | 0.07% | 229 |
|
|
2022
Q3 | $950K | Buy |
5,932
+3
| +0.1% | +$480 | 0.08% | 209 |
|
|
2022
Q2 | $907K | Buy |
5,929
+112
| +2% | +$17.1K | 0.07% | 217 |
|
|
2022
Q1 | $922K | Buy |
5,817
+3
| +0.1% | +$476 | 0.06% | 231 |
|
|
2021
Q4 | $970K | Hold |
5,814
| – | – | 0.06% | 230 |
|
|
2021
Q3 | $868K | Buy |
5,814
+300
| +5% | +$44.8K | 0.06% | 232 |
|
|
2021
Q2 | $772K | Buy |
5,514
+4
| +0.1% | +$560 | 0.06% | 235 |
|
|
2021
Q1 | $710K | Buy |
5,510
+2,600
| +89% | +$335K | 0.06% | 244 |
|
|
2020
Q4 | $343K | Buy |
+2,910
| New | +$343K | 0.04% | 297 |
|
|
2020
Q3 | – | Sell |
-5,094
| Closed | -$539K | – | 211 |
|
|
2020
Q2 | $539K | Buy |
5,094
+21
| +0.4% | +$2.22K | 0.16% | 85 |
|
|
2020
Q1 | $469K | Sell |
5,073
-84
| -2% | -$7.77K | 0.18% | 82 |
|
|
2019
Q4 | $587K | Buy |
+5,157
| New | +$587K | 0.18% | 83 |
|