Aldebaran Financial’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 | $2.53M | Buy |
11,064
+165
| +2% | +$37.8K | 2.8% | 10 |
|
|
2025
Q1 | $2.52M | Buy |
10,899
+634
| +6% | +$147K | 3.08% | 9 |
|
|
2024
Q4 | $2.08M | Sell |
10,265
-945
| -8% | -$191K | 2.43% | 10 |
|
|
2024
Q3 | $2.33M | Buy |
11,210
+489
| +5% | +$102K | 2.74% | 10 |
|
|
2024
Q2 | $2.29M | Buy |
10,721
+222
| +2% | +$47.4K | 3% | 9 |
|
|
2024
Q1 | $2.24M | Sell |
10,499
-168
| -2% | -$35.8K | 3.16% | 8 |
|
|
2023
Q4 | $1.91M | Sell |
10,667
-388
| -4% | -$69.5K | 2.82% | 10 |
|
|
2023
Q3 | $1.69M | Sell |
11,055
-1,247
| -10% | -$190K | 2.63% | 10 |
|
|
2023
Q2 | $2.13M | Sell |
12,302
-1,363
| -10% | -$236K | 2.9% | 9 |
|
|
2023
Q1 | $2.23M | Sell |
13,665
-5,034
| -27% | -$821K | 2.88% | 7 |
|
|
2022
Q4 | $2.93M | Sell |
18,699
-123
| -0.7% | -$19.3K | 3.15% | 7 |
|
|
2022
Q3 | $3.05M | Sell |
18,822
-755
| -4% | -$122K | 3.35% | 5 |
|
|
2022
Q2 | $3.02M | Sell |
19,577
-1,838
| -9% | -$283K | 3.19% | 5 |
|
|
2022
Q1 | $3.39M | Buy |
21,415
+193
| +0.9% | +$30.6K | 2.64% | 6 |
|
|
2021
Q4 | $3.54M | Sell |
21,222
-58
| -0.3% | -$9.68K | 2.62% | 6 |
|
|
2021
Q3 | $3.18M | Buy |
21,280
+122
| +0.6% | +$18.2K | 2.57% | 7 |
|
|
2021
Q2 | $2.99M | Sell |
21,158
-318
| -1% | -$44.9K | 2.45% | 8 |
|
|
2021
Q1 | $2.77M | Sell |
21,476
-147
| -0.7% | -$19K | 2.45% | 10 |
|
|
2020
Q4 | $2.55M | Buy |
21,623
+352
| +2% | +$41.5K | 2.37% | 11 |
|
|
2020
Q3 | $2.41M | Sell |
21,271
-42
| -0.2% | -$4.75K | 2.5% | 9 |
|
|
2020
Q2 | $2.26M | Sell |
21,313
-8,242
| -28% | -$873K | 2.65% | 9 |
|
|
2020
Q1 | $2.74M | Sell |
29,555
-1,052
| -3% | -$97.4K | 2.67% | 8 |
|
|
2019
Q4 | $3.49M | Sell |
30,607
-8,349
| -21% | -$951K | 2.65% | 7 |
|
|
2019
Q3 | $4.48M | Buy |
38,956
+580
| +2% | +$66.6K | 2.99% | 5 |
|
|
2019
Q2 | $4.43M | Sell |
38,376
-798
| -2% | -$92.1K | 3.06% | 6 |
|
|
2019
Q1 | $4.07M | Sell |
39,174
-97
| -0.2% | -$10.1K | 2.86% | 5 |
|
|
2018
Q4 | $3.5M | Sell |
39,271
-422
| -1% | -$37.6K | 2.66% | 8 |
|
|
2018
Q3 | $3.59M | Sell |
39,693
-155
| -0.4% | -$14K | 2.33% | 9 |
|
|
2018
Q2 | $3.24M | Sell |
39,848
-907
| -2% | -$73.8K | 2.22% | 12 |
|
|
2018
Q1 | $3.43M | Sell |
40,755
-472
| -1% | -$39.7K | 2.3% | 12 |
|
|
2017
Q4 | $3.56M | Buy |
41,227
+2,767
| +7% | +$239K | 2.36% | 13 |
|
|
2017
Q3 | $3.01M | Buy |
38,460
+78
| +0.2% | +$6.11K | 2.08% | 15 |
|
|
2017
Q2 | $2.82M | Sell |
38,382
-1,622
| -4% | -$119K | 2.05% | 16 |
|
|
2017
Q1 | $2.92M | Buy |
40,004
+2,328
| +6% | +$170K | 2.22% | 14 |
|
|
2016
Q4 | $2.67M | Sell |
37,676
-3,972
| -10% | -$282K | 2.12% | 14 |
|
|
2016
Q3 | $2.66M | Sell |
41,648
-421
| -1% | -$26.8K | 2.1% | 14 |
|
|
2016
Q2 | $2.84M | Buy |
42,069
+278
| +0.7% | +$18.8K | 2.28% | 9 |
|
|
2016
Q1 | $2.47M | Sell |
41,791
-1,896
| -4% | -$112K | 2.15% | 13 |
|
|
2015
Q4 | $2.29M | Buy |
43,687
+653
| +2% | +$34.3K | 2.12% | 14 |
|
|
2015
Q3 | $2.14M | Buy |
43,034
+819
| +2% | +$40.8K | 2.03% | 15 |
|
|
2015
Q2 | $1.96M | Buy |
42,215
+20,430
| +94% | +$947K | 1.65% | 21 |
|
|
2015
Q1 | $1.18M | Buy |
21,785
+1,300
| +6% | +$70.5K | 1.01% | 36 |
|
|
2014
Q4 | $1.05M | Buy |
20,485
+1,000
| +5% | +$51.3K | 0.92% | 42 |
|
|
2014
Q3 | $926K | Sell |
19,485
-3,450
| -15% | -$164K | 0.83% | 43 |
|
|
2014
Q2 | $1.03M | Buy |
22,935
+1,300
| +6% | +$58.2K | 0.81% | 41 |
|
|
2014
Q1 | $910K | Buy |
+21,635
| New | +$910K | 0.79% | 44 |
|