Wealth Management Partners’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 | $472K | Buy |
2,081
+26
| +1% | +$5.9K | 0.17% | 92 |
|
|
2025
Q1 | $476K | Hold |
2,055
| – | – | 0.22% | 81 |
|
|
2024
Q4 | $415K | Hold |
2,055
| – | – | 0.18% | 84 |
|
|
2024
Q3 | $427K | Hold |
2,055
| – | – | 0.2% | 79 |
|
|
2024
Q2 | $438K | Hold |
2,055
| – | – | 0.21% | 70 |
|
|
2024
Q1 | $438K | Hold |
2,055
| – | – | 0.22% | 78 |
|
|
2023
Q4 | $368K | Hold |
2,055
| – | – | 0.21% | 78 |
|
|
2023
Q3 | $313K | Hold |
2,055
| – | – | 0.2% | 81 |
|
|
2023
Q2 | $356K | Hold |
2,055
| – | – | 0.22% | 80 |
|
|
2023
Q1 | $335K | Buy |
2,055
+55
| +3% | +$8.97K | 0.23% | 80 |
|
|
2022
Q4 | $322K | Hold |
2,000
| – | – | 0.27% | 73 |
|
|
2022
Q3 | $319K | Hold |
2,000
| – | – | 0.28% | 68 |
|
|
2022
Q2 | $376K | Hold |
2,000
| – | – | 0.33% | 62 |
|
|
2022
Q1 | $389K | Hold |
2,000
| – | – | 0.28% | 66 |
|
|
2021
Q4 | $410K | Sell |
2,000
-455
| -19% | -$93.3K | 0.28% | 72 |
|
|
2021
Q3 | $367K | Sell |
2,455
-65
| -3% | -$9.72K | 0.27% | 76 |
|
|
2021
Q2 | $353K | Sell |
2,520
-1,210
| -32% | -$169K | 0.25% | 82 |
|
|
2021
Q1 | $494K | Hold |
3,730
| – | – | 0.37% | 62 |
|
|
2020
Q4 | $425K | Buy |
+3,730
| New | +$425K | 0.33% | 68 |
|