WR Wealth Planners’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1M | Sell |
4,975
-433
| -8% | -$87.4K | 0.32% | 46 |
|
|
2024
Q3 | $1.12M | Buy |
5,408
+131
| +2% | +$27.2K | 0.31% | 53 |
|
|
2024
Q2 | $1.13M | Buy |
5,277
+199
| +4% | +$42.5K | 0.34% | 45 |
|
|
2024
Q1 | $1.08M | Buy |
5,078
+17
| +0.3% | +$3.62K | 0.34% | 46 |
|
|
2023
Q4 | $906K | Buy |
5,061
+189
| +4% | +$33.8K | 0.34% | 55 |
|
|
2023
Q3 | $743K | Buy |
4,872
+130
| +3% | +$19.8K | 0.28% | 61 |
|
|
2023
Q2 | $822K | Buy |
4,742
+400
| +9% | +$69.4K | 0.32% | 54 |
|
|
2023
Q1 | $708K | Buy |
4,342
+1,206
| +38% | +$197K | 0.31% | 56 |
|
|
2022
Q4 | $492K | Buy |
3,136
+59
| +2% | +$9.26K | 0.3% | 53 |
|
|
2022
Q3 | $493K | Buy |
3,077
+221
| +8% | +$35.4K | 0.35% | 47 |
|
|
2022
Q2 | $437K | Sell |
2,856
-147
| -5% | -$22.5K | 0.29% | 56 |
|
|
2022
Q1 | $476K | Buy |
+3,003
| New | +$476K | 0.28% | 59 |
|