WealthPlan Investment Management’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 | $268K | Buy |
1,173
+73
| +7% | +$16.7K | 0.02% | 301 |
|
|
2025
Q1 | $255K | Hold |
1,100
| – | – | 0.03% | 239 |
|
|
2024
Q4 | $222K | Buy |
1,100
+100
| +10% | +$20.2K | 0.02% | 245 |
|
|
2024
Q3 | $208K | Hold |
1,000
| – | – | 0.02% | 238 |
|
|
2024
Q2 | $213K | Hold |
1,000
| – | – | 0.03% | 177 |
|
|
2024
Q1 | $213K | Buy |
+1,000
| New | +$213K | 0.03% | 175 |
|
|
2023
Q3 | – | Sell |
-800
| Closed | -$139K | – | 363 |
|
|
2023
Q2 | $139K | Hold |
800
| – | – | 0.04% | 142 |
|
|
2023
Q1 | $131K | Sell |
800
-1,257
| -61% | -$205K | 0.02% | 181 |
|
|
2022
Q4 | $314K | Buy |
2,057
+418
| +26% | +$63.9K | 0.02% | 306 |
|
|
2022
Q3 | $271K | Buy |
+1,639
| New | +$271K | 0.02% | 309 |
|
|
2022
Q1 | $270K | Buy |
+1,643
| New | +$270K | 0.02% | 333 |
|