Annis Gardner Whiting Capital 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
Q2 | $376K | Buy |
1,643
+134
| +9% | +$30.7K | 0.13% | 145 |
|
|
2025
Q1 | $349K | Buy |
1,509
+46
| +3% | +$10.6K | 0.15% | 132 |
|
|
2024
Q4 | $295K | Sell |
1,463
-41
| -3% | -$8.27K | 0.08% | 178 |
|
|
2024
Q3 | $312K | Sell |
1,504
-98
| -6% | -$20.3K | 0.09% | 178 |
|
|
2024
Q2 | $342K | Buy |
1,602
+3
| +0.2% | +$640 | 0.1% | 170 |
|
|
2024
Q1 | $341K | Buy |
1,599
+404
| +34% | +$86.1K | 0.12% | 137 |
|
|
2023
Q4 | $214K | Buy |
1,195
+504
| +73% | +$90.2K | 0.09% | 145 |
|
|
2023
Q3 | $105K | Buy |
+691
| New | +$105K | 0.06% | 198 |
|