Personal Cfo Solutions, LLC Waste Management Inc Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Waste Management Inc stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 1,754 shares of WM stock, worth $393,615. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,754

Previous 1,445 21.38%

Holding current value

$393,615

Previous $308,000 18.18%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$196.96 - $223.45 $60,860 - $69,046	309 Added 21.38%	1,754 $364,000
Q2 2024 Aug 09, 2024	SELL	$200.55 - $213.34 $20,857 - $22,187	-104 Reduced 6.71%	1,445 $308,000
Q1 2024 May 13, 2024	BUY	$177.77 - $213.97 $27,554 - $33,165	155 Added 11.12%	1,549 $330,000
Q4 2023 Feb 13, 2024	SELL	$151.21 - $179.1 $1,814 - $2,149	-12 Reduced 0.85%	1,394 $249,000
Q3 2023 Nov 13, 2023	BUY	$152.44 - $172.41 $7,012 - $7,930	46 Added 3.38%	1,406 $214,000
Q2 2023 Aug 10, 2023	SELL	$161.28 - $173.42 $2,741 - $2,948	-17 Reduced 1.23%	1,360 $235,000
Q1 2023 May 09, 2023	BUY	$148.83 - $163.17 $9,673 - $10,606	65 Added 4.95%	1,377 $224,000
Q4 2022 Feb 14, 2023	SELL	$154.73 - $169.85 $166,489 - $182,758	-1,076 Reduced 45.06%	1,312 $205,000
Q3 2022 Nov 01, 2022	BUY	$149.27 - $175.29 $141,209 - $165,824	946 Added 65.6%	2,388 $383,000
Q2 2022 Aug 05, 2022	SELL	$140.65 - $169.65 $281 - $339	-2 Reduced 0.14%	1,442 $221,000
Q1 2022 May 02, 2022	BUY	$140.6 - $164.3 $10,545 - $12,322	75 Added 5.48%	1,444 $229,000
Q4 2021 Feb 11, 2022	SELL	$148.83 - $166.9 $5,506 - $6,175	-37 Reduced 2.63%	1,369 $228,000
Q3 2021 Nov 18, 2021	BUY	$141.17 - $155.85 $198,485 - $219,125	1,406 New	1,406 $210,000

Others Institutions Holding WM

# of Institutions

2,187

Shares Held

327M

Call Options Held

1.11M

Put Options Held

1.5M

View Full List

About WASTE MANAGEMENT INC

Ticker WM
Exchange NYSE
Sector Industrials
Industry Waste Management
Shares Outstandng 410,476,992
Market Cap $92.1B
Description
Waste Management, Inc., through its subsidiaries, provides waste management environmental services to residential, commercial, industrial, and municipal customers in North America. It offers collection services, including picking up and transporting waste and recyclable materials from where it was generated to a transfer station, material recove...

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Personal Cfo Solutions, LLC Waste Management Inc Transaction History