Atwater Malick’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
$16M Sell
69,874
-111
-0.2% -$25.4K 5.06% 6
2025
Q1
$16.2M Buy
69,985
+1,221
+2% +$283K 5.48% 3
2024
Q4
$13.9M Sell
68,764
-363
-0.5% -$73.3K 4.65% 8
2024
Q3
$14.4M Buy
69,127
+601
+0.9% +$125K 4.62% 6
2024
Q2
$14.6M Buy
68,526
+534
+0.8% +$114K 5.04% 5
2024
Q1
$14.5M Buy
67,992
+1,065
+2% +$227K 5.11% 4
2023
Q4
$12M Buy
66,927
+1,331
+2% +$238K 4.7% 5
2023
Q3
$10M Buy
65,596
+552
+0.8% +$84.1K 4.4% 6
2023
Q2
$11.3M Buy
65,044
+1,255
+2% +$218K 4.82% 3
2023
Q1
$10.4M Buy
63,789
+985
+2% +$161K 4.88% 3
2022
Q4
$9.85M Buy
62,804
+601
+1% +$94.3K 4.85% 4
2022
Q3
$9.97M Buy
62,203
+2,533
+4% +$406K 5.57% 2
2022
Q2
$9.13M Buy
59,670
+605
+1% +$92.6K 4.8% 3
2022
Q1
$9.36M Buy
59,065
+1,071
+2% +$170K 4.52% 5
2021
Q4
$9.68M Buy
57,994
+668
+1% +$111K 4.49% 4
2021
Q3
$8.56M Buy
57,326
+889
+2% +$133K 4.52% 4
2021
Q2
$7.91M Buy
56,437
+2,735
+5% +$383K 4.37% 5
2021
Q1
$6.93M Sell
53,702
-2,942
-5% -$380K 4.26% 7
2020
Q4
$6.68M Buy
56,644
+848
+2% +$100K 4.2% 8
2020
Q3
$6.31M Buy
55,796
+1,384
+3% +$157K 4.42% 5
2020
Q2
$5.76M Buy
54,412
+1,571
+3% +$166K 4.54% 6
2020
Q1
$4.89M Buy
52,841
+1,024
+2% +$94.8K 4.7% 6
2019
Q4
$5.91M Buy
51,817
+1,022
+2% +$116K 4.69% 4
2019
Q3
$5.84M Sell
50,795
-320
-0.6% -$36.8K 4.91% 3
2019
Q2
$5.9M Buy
51,115
+783
+2% +$90.3K 5.41% 2
2019
Q1
$5.23M Buy
50,332
+647
+1% +$67.2K 5.12% 3
2018
Q4
$4.42M Buy
+49,685
New +$4.42M 4.95% 3