Atlas 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 | $1.14K | Hold |
5
| – | – | ﹤0.01% | 877 |
|
|
2025
Q1 | $1.16K | Hold |
5
| – | – | ﹤0.01% | 920 |
|
|
2024
Q4 | $1.01K | Hold |
5
| – | – | ﹤0.01% | 888 |
|
|
2024
Q3 | $1.04K | Hold |
5
| – | – | ﹤0.01% | 849 |
|
|
2024
Q2 | $1.07K | Hold |
5
| – | – | ﹤0.01% | 848 |
|
|
2024
Q1 | $1.07K | Hold |
5
| – | – | ﹤0.01% | 831 |
|
|
2023
Q4 | $895 | Hold |
5
| – | – | ﹤0.01% | 850 |
|
|
2023
Q3 | $762 | Hold |
5
| – | – | ﹤0.01% | 832 |
|
|
2023
Q2 | $867 | Sell |
5
-55
| -92% | -$9.54K | ﹤0.01% | 846 |
|
|
2023
Q1 | $9.79K | Hold |
60
| – | – | ﹤0.01% | 744 |
|
|
2022
Q4 | $9.41K | Hold |
60
| – | – | ﹤0.01% | 737 |
|
|
2022
Q3 | $9.61K | Sell |
60
-20
| -25% | -$3.2K | ﹤0.01% | 721 |
|
|
2022
Q2 | $12.2K | Buy |
80
+25
| +45% | +$3.82K | ﹤0.01% | 738 |
|
|
2022
Q1 | $8.72K | Hold |
55
| – | – | ﹤0.01% | 720 |
|
|
2021
Q4 | $9.18K | Hold |
55
| – | – | ﹤0.01% | 728 |
|
|
2021
Q3 | $8.21K | Hold |
55
| – | – | ﹤0.01% | 751 |
|
|
2021
Q2 | $7.71K | Buy |
55
+5
| +10% | +$701 | ﹤0.01% | 781 |
|
|
2021
Q1 | $6.45K | Buy |
+50
| New | +$6.45K | ﹤0.01% | 732 |
|
|
2020
Q1 | – | Sell |
-3,148
| Closed | -$359K | – | 716 |
|
|
2019
Q4 | $359K | Sell |
3,148
-2,650
| -46% | -$302K | 0.09% | 240 |
|
|
2019
Q3 | $667K | Buy |
+5,798
| New | +$667K | 0.2% | 143 |
|