XWM
Xcel Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Sell |
2,764
-136
| -5% | -$31.1K | 0.18% | 84 |
|
|
2025
Q1 | $671K | Hold |
2,900
| – | – | 0.21% | 78 |
|
|
2024
Q4 | $585K | Hold |
2,900
| – | – | 0.16% | 80 |
|
|
2024
Q3 | $602K | Hold |
2,900
| – | – | 0.18% | 80 |
|
|
2024
Q2 | $619K | Sell |
2,900
-107
| -4% | -$22.8K | 0.19% | 71 |
|
|
2024
Q1 | $641K | Hold |
3,007
| – | – | 0.2% | 72 |
|
|
2023
Q4 | $538K | Buy |
3,007
+1
| +0% | +$179 | 0.19% | 77 |
|
|
2023
Q3 | $458K | Buy |
3,006
+106
| +4% | +$16.2K | 0.18% | 78 |
|
|
2023
Q2 | $503K | Hold |
2,900
| – | – | 0.16% | 89 |
|
|
2023
Q1 | $473K | Buy |
2,900
+145
| +5% | +$23.7K | 0.17% | 89 |
|
|
2022
Q4 | $432K | Sell |
2,755
-600
| -18% | -$94.1K | 0.17% | 86 |
|
|
2022
Q3 | $538K | Hold |
3,355
| – | – | 0.2% | 74 |
|
|
2022
Q2 | $513K | Sell |
3,355
-13,515
| -80% | -$2.07M | 0.19% | 75 |
|
|
2022
Q1 | $2.67M | Hold |
16,870
| – | – | 0.73% | 43 |
|
|
2021
Q4 | $2.82M | Sell |
16,870
-800
| -5% | -$134K | 0.72% | 41 |
|
|
2021
Q3 | $2.64M | Hold |
17,670
| – | – | 0.77% | 40 |
|
|
2021
Q2 | $2.48M | Sell |
17,670
-50
| -0.3% | -$7.01K | 0.75% | 39 |
|
|
2021
Q1 | $2.29M | Buy |
17,720
+3,735
| +27% | +$482K | 0.82% | 35 |
|
|
2020
Q4 | $1.65M | Sell |
13,985
-55
| -0.4% | -$6.49K | 0.71% | 38 |
|
|
2020
Q3 | $1.59M | Hold |
14,040
| – | – | 0.82% | 36 |
|
|
2020
Q2 | $1.49M | Buy |
14,040
+3,500
| +33% | +$370K | 0.92% | 32 |
|
|
2020
Q1 | $975K | Buy |
10,540
+2,450
| +30% | +$227K | 0.88% | 33 |
|
|
2019
Q4 | $921K | Hold |
8,090
| – | – | 0.77% | 36 |
|
|
2019
Q3 | $930K | Sell |
8,090
-600
| -7% | -$69K | 0.86% | 33 |
|
|
2019
Q2 | $1M | Sell |
8,690
-5,250
| -38% | -$605K | 0.98% | 32 |
|
|
2019
Q1 | $1.45M | Sell |
13,940
-2,500
| -15% | -$260K | 1.49% | 21 |
|
|
2018
Q4 | $1.46M | Buy |
+16,440
| New | +$1.46M | 1.79% | 18 |
|