Venturi Wealth Management’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 | $199K | Sell |
869
-303
| -26% | -$69.3K | 0.01% | 524 |
|
|
2025
Q1 | $271K | Buy |
1,172
+101
| +9% | +$23.4K | 0.01% | 462 |
|
|
2024
Q4 | $216K | Buy |
1,071
+758
| +242% | +$153K | 0.01% | 527 |
|
|
2024
Q3 | $65K | Sell |
313
-26
| -8% | -$5.4K | ﹤0.01% | 690 |
|
|
2024
Q2 | $72.3K | Buy |
339
+122
| +56% | +$26K | ﹤0.01% | 571 |
|
|
2024
Q1 | $46.3K | Buy |
217
+59
| +37% | +$12.6K | ﹤0.01% | 515 |
|
|
2023
Q4 | $28.3K | Buy |
158
+37
| +31% | +$6.63K | ﹤0.01% | 611 |
|
|
2023
Q3 | $18.4K | Buy |
121
+16
| +15% | +$2.44K | ﹤0.01% | 647 |
|
|
2023
Q2 | $18.2K | Buy |
105
+13
| +14% | +$2.26K | ﹤0.01% | 561 |
|
|
2023
Q1 | $15K | Buy |
+92
| New | +$15K | ﹤0.01% | 650 |
|