Wills Financial Group’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,599
| Closed | -$1.57M | – | 68 |
|
|
2023
Q1 | $1.57M | Sell |
9,599
-20
| -0.2% | -$3.26K | 0.84% | 31 |
|
|
2022
Q4 | $1.51M | Buy |
9,619
+1
| +0% | +$157 | 0.84% | 29 |
|
|
2022
Q3 | $1.54M | Hold |
9,618
| – | – | 0.86% | 29 |
|
|
2022
Q2 | $1.47M | Buy |
9,618
+2
| +0% | +$306 | 0.72% | 33 |
|
|
2022
Q1 | $1.52M | Sell |
9,616
-110
| -1% | -$17.4K | 0.64% | 35 |
|
|
2021
Q4 | $1.62M | Buy |
9,726
+4,788
| +97% | +$799K | 0.64% | 38 |
|
|
2021
Q3 | $737K | Buy |
4,938
+1,977
| +67% | +$295K | 0.33% | 44 |
|
|
2021
Q2 | $414K | Buy |
+2,961
| New | +$414K | 0.18% | 56 |
|