Autumn Glory Partners’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 | $224K | Hold |
980
| – | – | 0.1% | 171 |
|
2025
Q1 | $227K | Buy |
+980
| New | +$227K | 0.11% | 164 |
|
2024
Q4 | – | Sell |
-2,361
| Closed | -$491K | – | 214 |
|
2024
Q3 | $491K | Buy |
2,361
+1,381
| +141% | +$287K | 0.19% | 133 |
|
2024
Q2 | $209K | Hold |
980
| – | – | 0.11% | 163 |
|
2024
Q1 | $209K | Buy |
+980
| New | +$209K | 0.1% | 159 |
|
2023
Q1 | – | Sell |
-2,560
| Closed | -$402K | – | 182 |
|
2022
Q4 | $402K | Buy |
2,560
+1,280
| +100% | +$201K | 0.21% | 124 |
|
2022
Q3 | $205K | Buy |
+1,280
| New | +$205K | 0.14% | 139 |
|
2022
Q1 | – | Sell |
-2,110
| Closed | -$352K | – | 228 |
|
2021
Q4 | $352K | Buy |
+2,110
| New | +$352K | 0.15% | 143 |
|