Wealth Architects’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 | $380K | Sell |
1,659
-25
| -1% | -$5.72K | 0.04% | 155 |
|
|
2025
Q1 | $390K | Buy |
1,684
+6
| +0.4% | +$1.39K | 0.04% | 151 |
|
|
2024
Q4 | $339K | Sell |
1,678
-54
| -3% | -$10.9K | 0.04% | 154 |
|
|
2024
Q3 | $360K | Buy |
1,732
+2
| +0.1% | +$415 | 0.04% | 149 |
|
|
2024
Q2 | $369K | Sell |
1,730
-20
| -1% | -$4.27K | 0.05% | 145 |
|
|
2024
Q1 | $373K | Sell |
1,750
-186
| -10% | -$39.6K | 0.05% | 141 |
|
|
2023
Q4 | $347K | Sell |
1,936
-119
| -6% | -$21.3K | 0.05% | 137 |
|
|
2023
Q3 | $313K | Buy |
2,055
+314
| +18% | +$47.9K | 0.05% | 139 |
|
|
2023
Q2 | $302K | Buy |
1,741
+288
| +20% | +$49.9K | 0.05% | 142 |
|
|
2023
Q1 | $237K | Sell |
1,453
-8
| -0.5% | -$1.31K | 0.04% | 159 |
|
|
2022
Q4 | $229K | Sell |
1,461
-28
| -2% | -$4.39K | 0.04% | 156 |
|
|
2022
Q3 | $239K | Buy |
1,489
+13
| +0.9% | +$2.09K | 0.05% | 148 |
|
|
2022
Q2 | $226K | Sell |
1,476
-186
| -11% | -$28.5K | 0.04% | 161 |
|
|
2022
Q1 | $263K | Buy |
1,662
+147
| +10% | +$23.3K | 0.04% | 162 |
|
|
2021
Q4 | $253K | Buy |
1,515
+55
| +4% | +$9.19K | 0.04% | 161 |
|
|
2021
Q3 | $218K | Sell |
1,460
-3
| -0.2% | -$448 | 0.04% | 168 |
|
|
2021
Q2 | $205K | Buy |
+1,463
| New | +$205K | 0.04% | 175 |
|