Atwood & Palmer’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	$642K	Hold	2,805	–	–	0.04%	106
2025 Q1	$649K	Buy	2,805 +98	+4%	+$22.7K	0.05%	101
2024 Q4	$546K	Hold	2,707	–	–	0.04%	108
2024 Q3	$562K	Hold	2,707	–	–	0.04%	106
2024 Q2	$578K	Hold	2,707	–	–	0.04%	99
2024 Q1	$577K	Hold	2,707	–	–	0.04%	99
2023 Q4	$485K	Hold	2,707	–	–	0.04%	107
2023 Q3	$413K	Hold	2,707	–	–	0.04%	110
2023 Q2	$469K	Hold	2,707	–	–	0.04%	104
2023 Q1	$442K	Hold	2,707	–	–	0.04%	102
2022 Q4	$425K	Hold	2,707	–	–	0.04%	115
2022 Q3	$434K	Hold	2,707	–	–	0.04%	111
2022 Q2	$414K	Sell	2,707 -5	-0.2%	-$765	0.04%	107
2022 Q1	$430K	Hold	2,712	–	–	0.04%	114
2021 Q4	$453K	Buy	2,712 +32	+1%	+$5.35K	0.04%	119
2021 Q3	$400K	Buy	2,680 +55	+2%	+$8.21K	0.04%	120
2021 Q2	$368K	Hold	2,625	–	–	0.03%	123
2021 Q1	$339K	Hold	2,625	–	–	0.03%	124
2020 Q4	$310K	Buy	2,625 +922	+54%	+$109K	0.03%	124
2020 Q3	$193K	Hold	1,703	–	–	0.02%	128
2020 Q2	$180K	Hold	1,703	–	–	0.02%	130
2020 Q1	$158K	Hold	1,703	–	–	0.02%	127
2019 Q4	$194K	Hold	1,703	–	–	0.02%	124
2019 Q3	$196K	Hold	1,703	–	–	0.03%	125
2019 Q2	$196K	Hold	1,703	–	–	0.03%	123
2019 Q1	$177K	Hold	1,703	–	–	0.03%	127
2018 Q4	$152K	Buy	1,703 +1,403	+468%	+$125K	0.02%	132
2018 Q3	$27K	Hold	300	–	–	﹤0.01%	213
2018 Q2	$24K	Hold	300	–	–	﹤0.01%	222
2018 Q1	$25K	Hold	300	–	–	﹤0.01%	214
2017 Q4	$26K	Hold	300	–	–	﹤0.01%	211
2017 Q3	$23K	Hold	300	–	–	﹤0.01%	217
2017 Q2	$22K	Hold	300	–	–	﹤0.01%	222
2017 Q1	$22K	Hold	300	–	–	﹤0.01%	214
2016 Q4	$21K	Buy	+300	New	+$21K	﹤0.01%	226