Apella Capital’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 | $682K | Buy |
3,007
+126
| +4% | +$28.6K | 0.02% | 260 |
|
|
2025
Q1 | $647K | Buy |
2,881
+55
| +2% | +$12.3K | 0.02% | 233 |
|
|
2024
Q4 | $570K | Buy |
2,826
+136
| +5% | +$27.4K | 0.02% | 216 |
|
|
2024
Q3 | $558K | Buy |
2,690
+1
| +0% | +$207 | 0.02% | 207 |
|
|
2024
Q2 | $565K | Hold |
2,689
| – | – | 0.03% | 193 |
|
|
2024
Q1 | $555K | Buy |
2,689
+1
| +0% | +$206 | 0.03% | 183 |
|
|
2023
Q4 | $481K | Sell |
2,688
-89
| -3% | -$15.9K | 0.03% | 187 |
|
|
2023
Q3 | $423K | Buy |
2,777
+9
| +0.3% | +$1.37K | 0.03% | 180 |
|
|
2023
Q2 | $480K | Buy |
+2,768
| New | +$480K | 0.03% | 174 |
|
|
2022
Q4 | $422K | Buy |
2,691
+31
| +1% | +$4.86K | 0.04% | 163 |
|
|
2022
Q3 | $426K | Hold |
2,660
| – | – | 0.05% | 146 |
|
|
2022
Q2 | $407K | Buy |
2,660
+660
| +33% | +$101K | 0.05% | 155 |
|
|
2022
Q1 | $317K | Hold |
2,000
| – | – | 0.04% | 164 |
|
|
2021
Q4 | $334K | Buy |
+2,000
| New | +$334K | 0.04% | 156 |
|