Western Wealth 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 | $1.71M | Buy |
7,476
+74
| +1% | +$16.9K | 0.1% | 192 |
|
|
2025
Q1 | $1.71M | Buy |
7,402
+511
| +7% | +$118K | 0.11% | 179 |
|
|
2024
Q4 | $1.39M | Sell |
6,891
-3
| -0% | -$605 | 0.09% | 195 |
|
|
2024
Q3 | $1.43M | Buy |
6,894
+266
| +4% | +$55.2K | 0.08% | 248 |
|
|
2024
Q2 | $1.41M | Buy |
6,628
+51
| +0.8% | +$10.9K | 0.1% | 174 |
|
|
2024
Q1 | $1.4M | Buy |
6,577
+4
| +0.1% | +$853 | 0.11% | 175 |
|
|
2023
Q4 | $1.18M | Buy |
6,573
+35
| +0.5% | +$6.27K | 0.08% | 249 |
|
|
2023
Q3 | $997K | Buy |
6,538
+370
| +6% | +$56.4K | 0.08% | 249 |
|
|
2023
Q2 | $1.07M | Buy |
6,168
+13
| +0.2% | +$2.25K | 0.09% | 227 |
|
|
2023
Q1 | $1M | Sell |
6,155
-13
| -0.2% | -$2.12K | 0.09% | 234 |
|
|
2022
Q4 | $968K | Sell |
6,168
-7,172
| -54% | -$1.13M | 0.1% | 225 |
|
|
2022
Q3 | $2.14M | Buy |
13,340
+787
| +6% | +$126K | 0.12% | 173 |
|
|
2022
Q2 | $1.92M | Buy |
12,553
+510
| +4% | +$78.2K | 0.11% | 189 |
|
|
2022
Q1 | $1.91M | Buy |
12,043
+5,534
| +85% | +$877K | 0.09% | 212 |
|
|
2021
Q4 | $1.09M | Buy |
+6,509
| New | +$1.09M | 0.11% | 182 |
|
|
2021
Q2 | $887K | Buy |
6,305
+569
| +10% | +$80K | 0.09% | 235 |
|
|
2021
Q1 | $740K | Sell |
5,736
-658
| -10% | -$84.9K | 0.1% | 205 |
|
|
2020
Q4 | $754K | Buy |
6,394
+267
| +4% | +$31.5K | 0.11% | 196 |
|
|
2020
Q3 | $694K | Sell |
6,127
-559
| -8% | -$63.3K | 0.11% | 192 |
|
|
2020
Q2 | $709K | Buy |
6,686
+2,455
| +58% | +$260K | 0.13% | 175 |
|
|
2020
Q1 | $389K | Buy |
4,231
+90
| +2% | +$8.28K | 0.09% | 223 |
|
|
2019
Q4 | $472K | Sell |
4,141
-122
| -3% | -$13.9K | 0.07% | 238 |
|
|
2019
Q3 | $493K | Sell |
4,263
-64
| -1% | -$7.4K | 0.1% | 215 |
|
|
2019
Q2 | $502K | Sell |
4,327
-222
| -5% | -$25.8K | 0.07% | 223 |
|
|
2019
Q1 | $472K | Sell |
4,549
-230
| -5% | -$23.9K | 0.11% | 215 |
|
|
2018
Q4 | $423K | Buy |
+4,779
| New | +$423K | 0.11% | 201 |
|