Appleton Partners’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $587K | Buy |
|
|||||
|
2025
Q2 | $602K | Sell |
|
|||||
|
2025
Q1 | $653K | Sell |
|
|||||
|
2024
Q4 | $582K | Buy |
|
|||||
|
2024
Q3 | $597K | Buy |
|
|||||
|
2024
Q2 | $606K | Sell |
|
|||||
|
2024
Q1 | $625K | Sell |
|
|||||
|
2023
Q4 | $539K | Sell |
|
|||||
|
2023
Q3 | $494K | Sell |
|
|||||
|
2023
Q2 | $584K | Sell |
|
|||||
|
2023
Q1 | $573K | Sell |
|
|||||
|
2022
Q4 | $585K | Sell |
|
|||||
|
2022
Q3 | $614K | Sell |
|
|||||
|
2022
Q2 | $611K | Sell |
|
|||||
|
2022
Q1 | $642K | Sell |
|
|||||
|
2021
Q4 | $684K | Hold |
|
|||||
|
2021
Q3 | $612K | Sell |
|
|||||
|
2021
Q2 | $595K | Hold |
|
|||||
|
2021
Q1 | $548K | Sell |
|
|||||
|
2020
Q4 | $505K | Sell |
|
|||||
|
2020
Q3 | $510K | Buy |
|
|||||
|
2020
Q2 | $468K | Sell |
|
|||||
|
2020
Q1 | $410K | Sell |
|
|||||
|
2019
Q4 | $627K | Buy |
|
|||||
|
2019
Q3 | $620K | Buy |
|
|||||
|
2019
Q2 | $519K | Hold |
|
|||||
|
2019
Q1 | $467K | Sell |
|
|||||
|
2018
Q4 | $431K | Sell |
|
|||||
|
2018
Q3 | $485K | Sell |
|
|||||
|
2018
Q2 | $438K | Hold |
|
|||||
|
2018
Q1 | $453K | Sell |
|
|||||
|
2017
Q4 | $483K | Hold |
|
|||||
|
2017
Q3 | $438K | Hold |
|
|||||
|
2017
Q2 | $410K | Hold |
|
|||||
|
2017
Q1 | $408K | Sell |
|
|||||
|
2016
Q4 | $420K | Buy |
|
|||||
|
2016
Q3 | $314K | Sell |
|
|||||
|
2016
Q2 | $359K | Hold |
|
|||||
|
2016
Q1 | $320K | Sell |
|
|||||
|
2015
Q4 | $296K | Sell |
|
|||||
|
2015
Q3 | $294K | Buy |
|