Appleton Partners’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 | $602K | Sell |
2,632
-190
| -7% | -$43.5K | 0.04% | 167 |
|
|
2025
Q1 | $653K | Sell |
2,822
-60
| -2% | -$13.9K | 0.05% | 158 |
|
|
2024
Q4 | $582K | Buy |
2,882
+6
| +0.2% | +$1.21K | 0.04% | 162 |
|
|
2024
Q3 | $597K | Buy |
2,876
+34
| +1% | +$7.06K | 0.04% | 163 |
|
|
2024
Q2 | $606K | Sell |
2,842
-90
| -3% | -$19.2K | 0.05% | 161 |
|
|
2024
Q1 | $625K | Sell |
2,932
-76
| -3% | -$16.2K | 0.05% | 169 |
|
|
2023
Q4 | $539K | Sell |
3,008
-235
| -7% | -$42.1K | 0.04% | 180 |
|
|
2023
Q3 | $494K | Sell |
3,243
-125
| -4% | -$19K | 0.04% | 187 |
|
|
2023
Q2 | $584K | Sell |
3,368
-142
| -4% | -$24.6K | 0.05% | 184 |
|
|
2023
Q1 | $573K | Sell |
3,510
-217
| -6% | -$35.4K | 0.05% | 195 |
|
|
2022
Q4 | $585K | Sell |
3,727
-105
| -3% | -$16.5K | 0.06% | 190 |
|
|
2022
Q3 | $614K | Sell |
3,832
-160
| -4% | -$25.6K | 0.06% | 185 |
|
|
2022
Q2 | $611K | Sell |
3,992
-59
| -1% | -$9.03K | 0.06% | 181 |
|
|
2022
Q1 | $642K | Sell |
4,051
-46
| -1% | -$7.29K | 0.05% | 189 |
|
|
2021
Q4 | $684K | Hold |
4,097
| – | – | 0.05% | 189 |
|
|
2021
Q3 | $612K | Sell |
4,097
-148
| -3% | -$22.1K | 0.05% | 192 |
|
|
2021
Q2 | $595K | Hold |
4,245
| – | – | 0.05% | 190 |
|
|
2021
Q1 | $548K | Sell |
4,245
-40
| -0.9% | -$5.16K | 0.05% | 189 |
|
|
2020
Q4 | $505K | Sell |
4,285
-225
| -5% | -$26.5K | 0.05% | 181 |
|
|
2020
Q3 | $510K | Buy |
4,510
+90
| +2% | +$10.2K | 0.06% | 179 |
|
|
2020
Q2 | $468K | Sell |
4,420
-10
| -0.2% | -$1.06K | 0.06% | 180 |
|
|
2020
Q1 | $410K | Sell |
4,430
-1,070
| -19% | -$99K | 0.06% | 185 |
|
|
2019
Q4 | $627K | Buy |
5,500
+106
| +2% | +$12.1K | 0.07% | 176 |
|
|
2019
Q3 | $620K | Buy |
5,394
+898
| +20% | +$103K | 0.07% | 170 |
|
|
2019
Q2 | $519K | Hold |
4,496
| – | – | 0.06% | 187 |
|
|
2019
Q1 | $467K | Sell |
4,496
-350
| -7% | -$36.4K | 0.06% | 190 |
|
|
2018
Q4 | $431K | Sell |
4,846
-525
| -10% | -$46.7K | 0.06% | 186 |
|
|
2018
Q3 | $485K | Sell |
5,371
-10
| -0.2% | -$903 | 0.06% | 190 |
|
|
2018
Q2 | $438K | Hold |
5,381
| – | – | 0.06% | 195 |
|
|
2018
Q1 | $453K | Sell |
5,381
-215
| -4% | -$18.1K | 0.07% | 189 |
|
|
2017
Q4 | $483K | Hold |
5,596
| – | – | 0.07% | 180 |
|
|
2017
Q3 | $438K | Hold |
5,596
| – | – | 0.07% | 175 |
|
|
2017
Q2 | $410K | Hold |
5,596
| – | – | 0.07% | 182 |
|
|
2017
Q1 | $408K | Sell |
5,596
-320
| -5% | -$23.3K | 0.08% | 177 |
|
|
2016
Q4 | $420K | Buy |
5,916
+996
| +20% | +$70.7K | 0.08% | 158 |
|
|
2016
Q3 | $314K | Sell |
4,920
-503
| -9% | -$32.1K | 0.06% | 174 |
|
|
2016
Q2 | $359K | Hold |
5,423
| – | – | 0.07% | 159 |
|
|
2016
Q1 | $320K | Sell |
5,423
-115
| -2% | -$6.79K | 0.06% | 171 |
|
|
2015
Q4 | $296K | Sell |
5,538
-372
| -6% | -$19.9K | 0.06% | 185 |
|
|
2015
Q3 | $294K | Buy |
+5,910
| New | +$294K | 0.07% | 171 |
|