Annex Advisory Services’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 | $5.91M | Buy |
25,810
+23,432
| +985% | +$5.36M | 0.14% | 84 |
|
|
2025
Q1 | $551K | Buy |
2,378
+907
| +62% | +$210K | 0.02% | 203 |
|
|
2024
Q4 | $297K | Buy |
1,471
+1
| +0.1% | +$202 | 0.01% | 253 |
|
|
2024
Q3 | $305K | Sell |
1,470
-126
| -8% | -$26.2K | 0.01% | 229 |
|
|
2024
Q2 | $341K | Sell |
1,596
-447
| -22% | -$95.4K | 0.01% | 215 |
|
|
2024
Q1 | $436K | Buy |
2,043
+681
| +50% | +$145K | 0.02% | 191 |
|
|
2023
Q4 | $244K | Sell |
1,362
-295
| -18% | -$52.9K | 0.01% | 233 |
|
|
2023
Q3 | $253K | Buy |
+1,657
| New | +$253K | 0.02% | 216 |
|
|
2022
Q3 | – | Sell |
-1,549
| Closed | -$237K | – | 264 |
|
|
2022
Q2 | $237K | Buy |
1,549
+127
| +9% | +$19.4K | 0.02% | 223 |
|
|
2022
Q1 | $225K | Buy |
1,422
+8
| +0.6% | +$1.27K | 0.02% | 226 |
|
|
2021
Q4 | $236K | Buy |
1,414
+48
| +4% | +$8.01K | 0.02% | 220 |
|
|
2021
Q3 | $204K | Buy |
+1,366
| New | +$204K | 0.02% | 202 |
|