Wealth Management Associates’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 | $312K | Hold |
1,363
| – | – | 0.12% | 153 |
|
|
2025
Q1 | $316K | Buy |
1,363
+72
| +6% | +$16.7K | 0.14% | 148 |
|
|
2024
Q4 | $261K | Buy |
1,291
+54
| +4% | +$10.9K | 0.11% | 172 |
|
|
2024
Q3 | $257K | Hold |
1,237
| – | – | 0.11% | 172 |
|
|
2024
Q2 | $264K | Hold |
1,237
| – | – | 0.12% | 159 |
|
|
2024
Q1 | $264K | Sell |
1,237
-62
| -5% | -$13.2K | 0.12% | 159 |
|
|
2023
Q4 | $233K | Sell |
1,299
-99
| -7% | -$17.7K | 0.12% | 170 |
|
|
2023
Q3 | $213K | Buy |
1,398
+34
| +2% | +$5.18K | 0.12% | 171 |
|
|
2023
Q2 | $237K | Sell |
1,364
-201
| -13% | -$34.9K | 0.13% | 161 |
|
|
2023
Q1 | $255K | Hold |
1,565
| – | – | 0.16% | 151 |
|
|
2022
Q4 | $246K | Buy |
1,565
+165
| +12% | +$25.9K | 0.16% | 151 |
|
|
2022
Q3 | $224K | Buy |
1,400
+88
| +7% | +$14.1K | 0.16% | 152 |
|
|
2022
Q2 | $201K | Sell |
1,312
-150
| -10% | -$22.9K | 0.14% | 167 |
|
|
2022
Q1 | $232K | Hold |
1,462
| – | – | 0.13% | 175 |
|
|
2021
Q4 | $244K | Hold |
1,462
| – | – | 0.13% | 170 |
|
|
2021
Q3 | $218K | Sell |
1,462
-150
| -9% | -$22.4K | 0.13% | 177 |
|
|
2021
Q2 | $226K | Sell |
1,612
-62
| -4% | -$8.69K | 0.13% | 181 |
|
|
2021
Q1 | $216K | Buy |
+1,674
| New | +$216K | 0.14% | 170 |
|