Angeles Investment Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,256
| Closed | -$253K | – | 197 |
|
|
2024
Q4 | $253K | Sell |
1,256
-102
| -8% | -$20.6K | 0.01% | 159 |
|
|
2024
Q3 | $282K | Sell |
1,358
-61
| -4% | -$12.7K | 0.01% | 172 |
|
|
2024
Q2 | $303K | Buy |
1,419
+61
| +4% | +$13K | 0.02% | 162 |
|
|
2024
Q1 | $289K | Buy |
+1,358
| New | +$289K | 0.02% | 171 |
|
|
2022
Q1 | – | Sell |
-2,070
| Closed | -$345K | – | 223 |
|
|
2021
Q4 | $345K | Sell |
2,070
-460
| -18% | -$76.7K | 0.02% | 159 |
|
|
2021
Q3 | $378K | Buy |
2,530
+500
| +25% | +$74.7K | 0.02% | 130 |
|
|
2021
Q2 | $284K | Hold |
2,030
| – | – | 0.02% | 109 |
|
|
2021
Q1 | $262K | Hold |
2,030
| – | – | 0.02% | 96 |
|
|
2020
Q4 | $239K | Hold |
2,030
| – | – | 0.02% | 98 |
|
|
2020
Q3 | $230K | Buy |
2,030
+30
| +2% | +$3.4K | 0.03% | 93 |
|
|
2020
Q2 | $212K | Sell |
2,000
-634
| -24% | -$67.2K | 0.03% | 99 |
|
|
2020
Q1 | $266K | Sell |
2,634
-2,851
| -52% | -$288K | 0.07% | 77 |
|
|
2019
Q4 | $625K | Buy |
5,485
+750
| +16% | +$85.5K | 0.13% | 48 |
|
|
2019
Q3 | $545K | Sell |
4,735
-400
| -8% | -$46K | 0.12% | 44 |
|
|
2019
Q2 | $592K | Buy |
5,135
+49
| +1% | +$5.65K | 0.15% | 35 |
|
|
2019
Q1 | $528K | Buy |
5,086
+2,500
| +97% | +$260K | 0.5% | 24 |
|
|
2018
Q4 | $230K | Buy |
+2,586
| New | +$230K | 0.2% | 29 |
|