WDG
Wealth Dimensions Group’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Buy |
2,474
+27
| +1% | +$6.18K | 0.12% | 97 |
|
|
2025
Q1 | $567K | Buy |
2,447
+108
| +5% | +$25K | 0.14% | 92 |
|
|
2024
Q4 | $472K | Sell |
2,339
-35
| -1% | -$7.06K | 0.12% | 95 |
|
|
2024
Q3 | $493K | Hold |
2,374
| – | – | 0.12% | 86 |
|
|
2024
Q2 | $506K | Sell |
2,374
-24
| -1% | -$5.12K | 0.14% | 81 |
|
|
2024
Q1 | $511K | Hold |
2,398
| – | – | 0.15% | 80 |
|
|
2023
Q4 | $429K | Sell |
2,398
-130
| -5% | -$23.3K | 0.14% | 88 |
|
|
2023
Q3 | $385K | Sell |
2,528
-75
| -3% | -$11.4K | 0.14% | 91 |
|
|
2023
Q2 | $451K | Buy |
2,603
+255
| +11% | +$44.2K | 0.16% | 82 |
|
|
2023
Q1 | $383K | Sell |
2,348
-56
| -2% | -$9.14K | 0.15% | 92 |
|
|
2022
Q4 | $377K | Hold |
2,404
| – | – | 0.15% | 94 |
|
|
2022
Q3 | $385K | Buy |
2,404
+8
| +0.3% | +$1.28K | 0.19% | 79 |
|
|
2022
Q2 | $367K | Buy |
2,396
+5
| +0.2% | +$766 | 0.17% | 89 |
|
|
2022
Q1 | $379K | Buy |
2,391
+680
| +40% | +$108K | 0.18% | 94 |
|
|
2021
Q4 | $286K | Buy |
1,711
+104
| +6% | +$17.4K | 0.14% | 106 |
|
|
2021
Q3 | $240K | Buy |
+1,607
| New | +$240K | 0.15% | 112 |
|