Alan B. Lancz & Associates’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 | $229K | Hold |
1,000
| – | – | 0.23% | 117 |
|
|
2025
Q1 | $232K | Hold |
1,000
| – | – | 0.25% | 111 |
|
|
2024
Q4 | $202K | Sell |
1,000
-300
| -23% | -$60.5K | 0.21% | 120 |
|
|
2024
Q3 | $270K | Hold |
1,300
| – | – | 0.25% | 105 |
|
|
2024
Q2 | $277K | Buy |
+1,300
| New | +$277K | 0.27% | 101 |
|
|
2023
Q4 | $233K | Buy |
+1,300
| New | +$233K | 0.24% | 115 |
|
|
2023
Q3 | – | Sell |
-1,300
| Closed | -$225K | – | 141 |
|
|
2023
Q2 | $225K | Hold |
1,300
| – | – | 0.24% | 113 |
|
|
2023
Q1 | $212K | Hold |
1,300
| – | – | 0.22% | 119 |
|
|
2022
Q4 | $200K | Hold |
1,300
| – | – | 0.2% | 131 |
|
|
2022
Q3 | $208K | Hold |
1,300
| – | – | 0.25% | 111 |
|
|
2022
Q2 | $214K | Sell |
1,300
-600
| -32% | -$98.8K | 0.21% | 122 |
|
|
2022
Q1 | $301K | Hold |
1,900
| – | – | 0.27% | 105 |
|
|
2021
Q4 | $317K | Buy |
+1,900
| New | +$317K | 0.28% | 102 |
|