Wealth Alliance’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 | $251K | Buy |
1,097
+41
| +4% | +$9.38K | 0.03% | 463 |
|
2025
Q1 | $244K | Buy |
1,056
+12
| +1% | +$2.78K | 0.03% | 445 |
|
2024
Q4 | $211K | Sell |
1,044
-1
| -0.1% | -$202 | 0.03% | 468 |
|
2024
Q3 | $217K | Sell |
1,045
-63
| -6% | -$13.1K | 0.03% | 488 |
|
2024
Q2 | $236K | Sell |
1,108
-468
| -30% | -$99.9K | 0.03% | 446 |
|
2024
Q1 | $336K | Sell |
1,576
-20
| -1% | -$4.26K | 0.04% | 368 |
|
2023
Q4 | $286K | Sell |
1,596
-30
| -2% | -$5.37K | 0.04% | 396 |
|
2023
Q3 | $248K | Sell |
1,626
-11
| -0.7% | -$1.68K | 0.04% | 407 |
|
2023
Q2 | $284K | Sell |
1,637
-1
| -0.1% | -$173 | 0.04% | 390 |
|
2023
Q1 | $267K | Sell |
1,638
-37
| -2% | -$6.04K | 0.04% | 397 |
|
2022
Q4 | $263K | Buy |
1,675
+14
| +0.8% | +$2.2K | 0.05% | 384 |
|
2022
Q3 | $266K | Buy |
1,661
+25
| +2% | +$4K | 0.05% | 351 |
|
2022
Q2 | $250K | Sell |
1,636
-219
| -12% | -$33.5K | 0.05% | 377 |
|
2022
Q1 | $294K | Sell |
1,855
-82
| -4% | -$13K | 0.06% | 330 |
|
2021
Q4 | $323K | Sell |
1,937
-53
| -3% | -$8.84K | 0.06% | 311 |
|
2021
Q3 | $298K | Sell |
1,990
-478
| -19% | -$71.6K | 0.07% | 316 |
|
2021
Q2 | $346K | Sell |
2,468
-488
| -17% | -$68.4K | 0.08% | 286 |
|
2021
Q1 | $381K | Sell |
2,956
-550
| -16% | -$70.9K | 0.11% | 232 |
|
2020
Q4 | $413K | Sell |
3,506
-176
| -5% | -$20.7K | 0.12% | 203 |
|
2020
Q3 | $417K | Sell |
3,682
-946
| -20% | -$107K | 0.15% | 168 |
|
2020
Q2 | $490K | Sell |
4,628
-1,331
| -22% | -$141K | 0.19% | 130 |
|
2020
Q1 | $552K | Buy |
+5,959
| New | +$552K | 0.3% | 98 |
|