3Chopt Investment Partners’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 | $378K | Buy |
1,652
+84
| +5% | +$19.2K | 0.09% | 163 |
|
2025
Q1 | $363K | Buy |
+1,568
| New | +$363K | 0.1% | 159 |
|
2024
Q3 | – | Sell |
-1,558
| Closed | -$332K | – | 180 |
|
2024
Q2 | $332K | Buy |
+1,558
| New | +$332K | 0.1% | 150 |
|
2024
Q1 | – | Sell |
-1,427
| Closed | -$256K | – | 163 |
|
2023
Q4 | $256K | Buy |
+1,427
| New | +$256K | 0.09% | 152 |
|
2023
Q1 | – | Sell |
-1,033
| Closed | -$162K | – | 259 |
|
2022
Q4 | $162K | Buy |
+1,033
| New | +$162K | 0.09% | 140 |
|