Badgley Phelps Wealth Managers’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 | $614K | Buy |
2,685
+19
| +0.7% | +$4.35K | 0.01% | 201 |
|
|
2025
Q1 | $617K | Sell |
2,666
-9
| -0.3% | -$2.08K | 0.01% | 202 |
|
|
2024
Q4 | $540K | Buy |
2,675
+98
| +4% | +$19.8K | 0.01% | 204 |
|
|
2024
Q3 | $535K | Buy |
2,577
+209
| +9% | +$43.4K | 0.01% | 202 |
|
|
2024
Q2 | $505K | Sell |
2,368
-22
| -0.9% | -$4.69K | 0.01% | 197 |
|
|
2024
Q1 | $509K | Buy |
2,390
+314
| +15% | +$66.9K | 0.01% | 195 |
|
|
2023
Q4 | $372K | Buy |
2,076
+584
| +39% | +$105K | 0.01% | 202 |
|
|
2023
Q3 | $228K | Sell |
1,492
-26
| -2% | -$3.97K | 0.01% | 213 |
|
|
2023
Q2 | $263K | Sell |
1,518
-40
| -3% | -$6.94K | 0.01% | 212 |
|
|
2023
Q1 | $254K | Hold |
1,558
| – | – | 0.01% | 186 |
|
|
2022
Q4 | $244K | Buy |
1,558
+10
| +0.6% | +$1.57K | 0.01% | 191 |
|
|
2022
Q3 | $248K | Buy |
+1,548
| New | +$248K | 0.01% | 175 |
|