Atticus Wealth Management’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 | – | Sell |
-118
| Closed | -$27K | – | 646 |
|
|
2025
Q2 | $27K | Sell |
118
-116
| -50% | -$26.9K | 0.01% | 381 |
|
|
2025
Q1 | $54.3K | Buy |
234
+126
| +117% | +$27.9K | 0.02% | 223 |
|
|
2024
Q4 | $21.8K | Hold |
108
| – | – | 0.01% | 320 |
|
|
2024
Q3 | $22.4K | Buy |
108
+1
| +0.9% | +$209 | 0.01% | 320 |
|
|
2024
Q2 | $22.9K | Hold |
107
| – | – | 0.01% | 299 |
|
|
2024
Q1 | $22.8K | Sell |
107
-48
| -31% | -$9.43K | 0.01% | 312 |
|
|
2023
Q4 | $27.7K | Sell |
155
-137
| -47% | -$23K | 0.01% | 303 |
|
|
2023
Q3 | $44.4K | Sell |
292
-16
| -5% | -$2.59K | 0.02% | 261 |
|
|
2023
Q2 | $53.4K | Buy |
308
+8
| +3% | +$1.32K | 0.02% | 256 |
|
|
2023
Q1 | $48.9K | Sell |
300
-49
| -14% | -$7.5K | 0.02% | 253 |
|
|
2022
Q4 | $54.8K | Sell |
349
-247
| -41% | -$39.7K | 0.02% | 241 |
|
|
2022
Q3 | $91K | Hold |
596
| – | – | 0.04% | 169 |
|
|
2022
Q2 | $91K | Buy |
596
+331
| +125% | +$51.8K | 0.04% | 189 |
|
|
2022
Q1 | $42K | Buy |
265
+10
| +4% | +$1.52K | 0.02% | 266 |
|
|
2021
Q4 | $43K | Sell |
255
-577
| -69% | -$92.8K | 0.02% | 240 |
|
|
2021
Q3 | $124K | Sell |
832
-39
| -4% | -$5.84K | 0.05% | 137 |
|
|
2021
Q2 | $122K | Buy |
871
+2
| +0.2% | +$276 | 0.05% | 149 |
|
|
2021
Q1 | $112K | Buy |
869
+24
| +3% | +$2.81K | 0.05% | 147 |
|
|
2020
Q4 | $100K | Buy |
845
+10
| +1% | +$1.17K | 0.05% | 153 |
|
|
2020
Q3 | $95K | Buy |
835
+1
| +0.1% | +$111 | 0.06% | 140 |
|
|
2020
Q2 | $88K | Buy |
834
+4
| +0.5% | +$404 | 0.06% | 140 |
|
|
2020
Q1 | $77K | Sell |
830
-2
| -0.2% | -$229 | 0.06% | 137 |
|
|
2019
Q4 | $95K | Buy |
+832
| New | +$94K | 0.06% | 137 |
|
Other funds holding WM
