Avalon Trust’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 | $114K | Hold |
500
| – | – | 0.01% | 183 |
|
|
2025
Q1 | $116K | Sell |
500
-335
| -40% | -$77.6K | 0.01% | 171 |
|
|
2024
Q4 | $168K | Sell |
835
-65
| -7% | -$13.1K | 0.01% | 137 |
|
|
2024
Q3 | $187K | Sell |
900
-50,866
| -98% | -$10.6M | 0.01% | 123 |
|
|
2024
Q2 | $11M | Sell |
51,766
-17,555
| -25% | -$3.75M | 0.87% | 36 |
|
|
2024
Q1 | $14.8M | Sell |
69,321
-490
| -0.7% | -$104K | 1.21% | 29 |
|
|
2023
Q4 | $12.5M | Sell |
69,811
-225
| -0.3% | -$40.3K | 1.14% | 32 |
|
|
2023
Q3 | $10.7M | Sell |
70,036
-350
| -0.5% | -$53.4K | 1.06% | 35 |
|
|
2023
Q2 | $12.2M | Sell |
70,386
-670
| -0.9% | -$116K | 1.1% | 34 |
|
|
2023
Q1 | $11.6M | Buy |
+71,056
| New | +$11.6M | 1.15% | 34 |
|