WT 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 | $2.32M | Buy |
10,135
+1,171
| +13% | +$268K | 0.69% | 45 |
|
|
2025
Q1 | $2.08M | Sell |
8,964
-2,450
| -21% | -$567K | 0.67% | 42 |
|
|
2024
Q4 | $2.3M | Buy |
11,414
+579
| +5% | +$117K | 0.72% | 42 |
|
|
2024
Q3 | $2.31M | Buy |
10,835
+495
| +5% | +$105K | 0.74% | 44 |
|
|
2024
Q2 | $2.21M | Sell |
10,340
-279
| -3% | -$59.5K | 0.75% | 41 |
|
|
2024
Q1 | $2.26M | Sell |
10,619
-228
| -2% | -$48.6K | 0.81% | 39 |
|
|
2023
Q4 | $1.94M | Buy |
10,847
+2,808
| +35% | +$503K | 0.77% | 42 |
|
|
2023
Q3 | $1.23M | Buy |
8,039
+355
| +5% | +$54.1K | 0.53% | 54 |
|
|
2023
Q2 | $1.33M | Sell |
7,684
-769
| -9% | -$133K | 0.55% | 51 |
|
|
2023
Q1 | $1.38M | Sell |
8,453
-398
| -4% | -$64.9K | 0.6% | 46 |
|
|
2022
Q4 | $1.39M | Sell |
8,851
-141
| -2% | -$22.1K | 0.67% | 43 |
|
|
2022
Q3 | $1.44M | Sell |
8,992
-305
| -3% | -$48.9K | 0.73% | 37 |
|
|
2022
Q2 | $1.42M | Sell |
9,297
-1,375
| -13% | -$210K | 0.7% | 41 |
|
|
2022
Q1 | $1.69M | Buy |
10,672
+254
| +2% | +$40.2K | 0.65% | 51 |
|
|
2021
Q4 | $1.74M | Buy |
10,418
+186
| +2% | +$31K | 0.64% | 52 |
|
|
2021
Q3 | $1.53M | Buy |
10,232
+2,173
| +27% | +$325K | 0.59% | 55 |
|
|
2021
Q2 | $1.13M | Buy |
+8,059
| New | +$1.13M | 0.46% | 71 |
|